Create a Lasting Impact Through Planned Giving

Legacy gifts help shape the future of healthcare in Fredericton, the Upper River Valley, and across New Brunswick. By including the Chalmers Foundation in your estate or financial planning, you can make a meaningful contribution to patient care while maximizing tax benefits for you and your family.

We strongly encourage you to speak with your financial advisor, lawyer, or accountant to determine which giving option best aligns with your goals.

Ways to Make a Legacy Gift

Charitable Bequest
Include the Chalmers Foundation in your will. Bequests can be general, specific, or residuary, and should use clear language to reflect your wishes.

Cash or Security Gift
Make a one-time or recurring donation via cash, cheque, credit card, or securities. Gifts of publicly traded securities may offer significant tax advantages.

Gift of Securities
Donate stocks, bonds, or mutual funds directly to the Foundation to avoid capital gains tax and receive a charitable receipt.

Retirement Funds (RRSPs or RRIFs)
Name the Chalmers Foundation as a beneficiary to reduce estate taxes and turn retirement assets into a charitable gift.

Gift of Life Insurance
Designate the Foundation as a beneficiary or transfer ownership of a policy to create a future gift with current tax benefits.

Endowment
Establish a named endowment (minimum $10,000) to provide ongoing support for a specific area of care. Your principal gift remains intact, while income is used as directed.

Gift of an Annuity
Receive guaranteed income for life or a set period in exchange for a charitable contribution.

Charitable Remainder Trust
Create a trust that provides income to you or your spouse during your lifetime, with the remainder going to the Foundation.

Gift of Residual Interest
Donate property while retaining the right to use it during your lifetime. Receive a tax receipt for the present value of the gift.

Gift in Memory of a Loved One
Honor someone special by supporting a cause they cared about, such as cancer care, pediatrics, or mental health.

Gift of Real Estate
Donate land, buildings, or a residence now or through your will. Receive a charitable receipt for use in your final tax return.

Let’s talk about your legacy

We’re here to help you explore your options and create a legacy that reflects your values.