Legacy & Bequest
What will your legacy be?
One day you, or someone you love, will need the full support that only long-term care can provide. When that time comes, what kind of care would you like to receive?
A home is about people. A home is a place of memories, a place of comfort, family and love. Through the dedication of our staff, volunteers and supporters, St. Pat’s offers our residents a homelike environment in which they are treated with the utmost care and respect.
You believe, as much as we do, that St. Pat’s is truly a special place that must be preserved. You cherish this heritage of compassion, spirituality and charity in the old-fashioned sense – in other words, love. It’s a mission that deserves your everlasting support.
That is why we hope you will consider honouring the legacy of the Grey Sisters of the Immaculate Conception by joining the St. Patrick’s Legacy Circle with a gift to St. Patrick’s Home in your Will.
Leave a Gift in Your Will
A gift to St. Pat’s in your Will allows you to leave a legacy of caring for generations to come. Making a legacy gift is a personal decision and one that should be done with your lawyer or financial advisor to ensure your family’s needs and your personal priorities are met. We would love to talk with you about how you can leave a lasting legacy to help seniors through your Will or other tax-beneficial planned gifts such as a gift of shares or life insurance.
Gifts in your Will
A gift in your Will shows more than just foresight and careful planning; it reveals a lasting commitment to the seniors in your community and a desire to make a difference beyond your lifetime. You can choose:
- What to give: a specific amount, a percentage or the residue of your estate. You can also bequest real property or securities.
- How your money is used. You tell us which areas or campaigns you would like to support or to direct your gift to the area of greatest need.
Giving a gift in your Will is also a tax-smart strategy. It will reduce the taxes your estate will have to pay. We can send you information about planned giving and a sample bequest clause to take to your lawyer or notary.
Gift of Life Insurance
Giving a gift of life insurance is a great way to turn small monthly payments into a significant donation. You can:
- Designate St. Patrick’s Home of Ottawa Foundation as the owner and beneficiary of your life insurance policy. We will send you a tax receipt annually for your premium payments.
- Donate a paid-up policy you no longer need. We will send you a tax receipt for the cash value
Our legal name is: St. Patrick’s Home of Ottawa Foundation
Our charitable registration number is: 88897 0399 RR0001
Our address is: 2865 Riverside Drive Ottawa Ontario K1V 8N5
Amending Your Will. You do not necessarily have to re-write your entire Will in order to make a bequest. Wills can be amended by means of a simple clause called a codicil. Here are a few examples of codicil language that you may wish to consider if you are thinking of making a gift in your Will.
Percentage of Estate Gift
“I give to St. Patrick’s Home of Ottawa Foundation _____ per cent of the value of my estate to be used for its general purposes.”
“I give to St. Patrick’s Home of Ottawa Foundation one hundred per cent (100%) of the rest, residue and remainder of my estate for its general purposes.”
Fixed Amount Gift
“I give to St. Patrick’s Home of Ottawa Foundation the sum of $_______ to be used for its general purposes.”
Creating a Legacy to Transform the Future of Care
Many people have their own trusted advisors who can help them tailor their gift to suit their situation and philanthropic intent. Should you wish to speak to us directly, please reach out to Ruth Catana at 613-731-4660, Ext 350, or by email at firstname.lastname@example.org.
If you have already decided to leave a bequest to St. Pat’s, please do let us know so that we can properly thank you and invite you to enjoy the benefits of membership in the Legacy Circle.
“It’s hard to put into words, it just feels good. It warms the heart.”
Every Tuesday afternoon, you will find Teresa and Russ Mildenhall volunteering their time and expertise leading a dance class on the Donegal Resident Home Area at St. Pat’s. Donegal is primarily home to residents experiencing dementia and memory challenges, which Russ and Teresa have first-hand experience with from each of their parents.
Both Teresa and Russ are ballroom dancers themselves and it’s definitely in their blood. Both of Russ’ parents and Teresa’s father were dancers. It’s clear they feel very passionate about it and see it as a way to connect with residents, to reach their souls and find that spark within them. When asked what they enjoy most about volunteering, they say that it is “seeing the spark in residents’ eyes. It’s hard to put into words, it just feels good. It warms the heart.”
With a fondness for St. Pat’s as well as the Home’s respectful and person-centered approach to care, the Mildenhalls were driven to do more to improve residents’ day-to-day lives. This led them to approach the Foundation with an idea and a wish to set up a fund that would impact residents directly.
Thus, the Four Saints Fund Endowment Fund, was created last year by the Mildenhalls, and is inspired by their families and the following four saints:
- Cecilia, Patron Saint of Musicians: for activities that bring music for the enjoyment of residents;
- Vitus, Patron Saint of Dancers: for activities that encourage appreciation or participation in dance;
- Therese of Liseux, known for her acts of kindness: for financial support of residents of limited means to participate in enrichment activities organized by the home; and
- Antony of Padua, Doctor of the Church and Patron Saint for the recovery of lost items: for residents diagnosed with dementia, to support activities that encourage their participation in activities and personal growth.
It is their hope that the Four Saints Fund will provide sustainable, long-term funding to directly help with improving and meeting residents’ needs for quality of life where no other funding is available.
Russ and Teresa firmly believe that “it’s about what will make the residents happy today, so that when they go to sleep at night, they know that they’ve lived their lives to the fullest every day.”