Professional Advisors

Professional Advisors

Planned Giving as Part of the Financial Process

The majority of Canadians contribute to charitable organizations throughout their lives in some way or other.  Few individuals or families, however, do it in a planned, well-thought-out manner.  Most people need the advice and expertise of financial services experts to make their wishes a reality.  They need their guidance to help make it happen.  There is a significant opportunity for advisors to help make planned giving part of their clients’ financial or estate plans.

Professional advisors can help their clients support their favourite charitable organization in more ways that are significant and maximize the impact of their giving.  They can also help their clients protect the value of their estates by avoiding erosion due to taxes, probate and administration fees.

When professional advisors make planned giving part of the financial planning process, they help their clients balance their personal, family and philanthropic goals.  They also deepen their client relationships, and they help charitable organizations, such as the St. Thomas Elgin General Hospital Foundation, make important differences in Elgin County.

Legal Name: 
St. Thomas Elgin General Hospital Foundation

Charitable Registration:  89081 6846 RR0001

Please call Joanne Beaton, Coordinator of Legacy & Leadership Giving for additional information:

Direct line (confidential voicemail available):

519-631-2030, ext. 2727

or e-mail:

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