A gift that transforms care, today and for generations to come.
Many think a legacy gift is for the distant future, but at the CHU Dumont Foundation, your legacy begins today.
A legacy gift, current or planned, reflects your values and vision for the care you hope will always be available at the Dr. Georges-L.-Dumont University Hospital Centre.
Whether through succession planning, life insurance, or legacy endowments, you can make a meaningful impact now that endures for generations.
Legacy giving isn’t about the size of the gift, it’s about the size of the vision.
My brother David and his beloved wife Nancy deeply believed in giving back to the community that had given them so much. Their bond with Moncton and the Atlantic Cancer Research Institute, affiliated with the Dr. Georges-L.-Dumont University Hospital Centre, inspired David to create something meaningful and lasting through the David and Nancy Holt Cancer Research Program.
Healthcare is evolving at an unprecedented pace. Medical technologies advance. Standards of care rise. New diseases and demographic shifts create fresh challenges.
They require hospitals not only to keep up, but to lead.
At the heart of Moncton, the CHU Dumont is more than a hospital — it’s a lifeline for communities across the Maritimes.
Through the CHU Dumont Foundation, we invest in priorities that strengthen care, support healthcare teams, and bring forward transformative innovations.
Invest in breakthrough technologies and research.
Help recruit and retain top medical talent.
Strengthen infrastructure and encourage innovation in patient care.
Contribute to increased services to adapt to tomorrow’s health challenges.
For several years, we had been contributing to the Tree of Hope campaign. One day, during a conversation with our financial planner, we were informed that we could give more to the cause by purchasing a life insurance policy. Without even increasing our annual contribution, we could significantly increase the cumulative value of our donation upon our passing.
There are many ways to shape your legacy, and we’re here to help you find the one that aligns with your values and goals.
Whether you want to make a difference today, in the future, or both, there’s an option that’s right for you.
The following sample clauses are provided to assist you and your legal advisor in preparing your will. We encourage you to consult a qualified professional when making or revising your estate plans.
A gift in which the CHU Dumont Foundation receives a predetermined amount of money.
“I give to the CHU Dumont Foundation, located in Moncton, New Brunswick, the sum of $_____ (dollars) to be used for the general purposes of the Foundation (or for a specific purpose, if desired).”
You may choose to leave all or part of the residue of your estate – that is, what remains after taxes, expenses, and specific gifts are taken care of. The beauty of this type of bequest is that it grows or decreases with your estate, so the proportion of your gift always remains the same.
“I give to the CHU Dumont Foundation, located in Moncton, New Brunswick, all (or __%) of the residue of my estate to be used for the general purposes of the Foundation (or for a specific purpose, if desired).”
This bequest takes effect only if your initial plan isn’t possible. For example, you can choose for the Foundation to receive part of your estate if your other beneficiaries pass away before you.
“If any of the beneficiaries named in this will are not living at my death, I give their share of my estate to the CHU Dumont Foundation, located in Moncton, New Brunswick, to be used for its general purposes (or for a specific purpose, if desired).”
You can name the CHU Dumont Foundation as the beneficiary of a new or existing life insurance policy. Depending on the policy structure, you may receive tax benefits during your lifetime, or your estate may receive a charitable tax receipt. The Foundation can also be designated as the policy owner, in which case a receipt is issued for the cash value of the policy and any future premiums.
In addition to these tax advantages, gifts of life insurance are not subject to probate fees, remain private, and cannot be contested in the way that gifts in a will sometimes can. As with all gifts to the CHU Dumont Foundation, you may specify how the funds are to be used, ensuring your intentions are honored.
Naming the CHU Dumont Foundation as a beneficiary of your RRSP or RRIF allows you to make a significant gift while potentially reducing taxes owed by your estate.
Under current tax rules, donations of up to 100% of taxable income can be deducted on your final tax return, with any unused portion carried back to the previous year. Without a surviving spouse, the full value of an RRSP or RRIF must be declared as income at the time of death, which can result in substantial taxes. By designating some or all of your RRSP or RRIF to the CHU Dumont Foundation, your estate receives a charitable tax receipt to help offset these taxes.
Additionally, the proceeds go directly to the CHU Dumont Foundation without going through probate, saving on probate fees. Your gift will create a lasting impact, supporting families and advancing care for generations to come.
Support the CHU Dumont Foundation with stocks, bonds, mutual funds, or other publicly-traded securities. These gifts offer significant tax benefits and are generally exempt from capital gains tax, making them an ideal option for donors with highly appreciated securities. Donors receive a charitable tax receipt for the full market value of the securities. We encourage you to consult your financial advisor to ensure this option aligns with your overall financial and estate plans.
You can designate the CHU Dumont Foundation as a beneficiary of your donor-advised fund (DAF) or family foundation, either now or through your estate. Coordinating with your fund’s administrator ensures your gift is directed according to your wishes, creating a meaningful and lasting impact.
Legacy giving isn’t just about the future, and it isn’t one-size-fits-all. Many donors create a designated fund to make an impact now while ensuring it continues for generations.
Each year, a portion of your fund provides immediate impact for patients and families. In the case of endowment funds, the balance is reinvested to ensure the fund grows.
In this way, your designated fund begins with a single gift and becomes a legacy of compassion and healing that will endure for generations.
a legacy of compassion and healing
that makes a difference,year after year, generation after generation.
To make your – or your client’s – experience as straightforward as possible, we’ve compiled key information needed to support a gift to the CHU Dumont Foundation, including our legal name and charitable registration number.
A financial or estate planner can ensure your gift fits your broader plan.
