Planned Giving

What Is Planned Giving?

Planned giving (also called legacy giving) refers to specific types of donations arranged in advance, often as part of an overall financial or estate plan. Some planned gifts provide benefits to you today (such as tax advantages), while others have a powerful impact in the future.

If you hope to support healthcare in the long-term or you take comfort in knowing your donation can help right away, there are options available to match your wishes.

Why Consider A Planned Gift?

A planned gift can be deeply meaningful because it reflects your values and creates a lasting impact.

Planned giving can help you:

Support local healthcare in a tangible, lasting way
Leave a legacy that reflects what matters to you
Maximize tax benefits as part of your financial plan
Feel confident that your support will be used carefully and responsibly in your community

How Will You Leave Your Legacy?

How you choose to give is entirely up to you. Many donors work with a lawyer or financial advisor to create a plan that fits their life and goals, that supports your family’s well-being, aligns with your values, and strengthens healthcare close to home.

If you’re exploring options, we can help implement your plans, answer questions and ensure your intentions are understood and respected.

Common Ways To Make A Planned Gift

Bequests Through a Will

A bequest is a gift made through your will. It’s one of the simplest and most common ways to leave a legacy. You can choose a specific amount, a percentage, or the remainder of your estate after other commitments are met.

Gifts of Life Insurance

A gift of life insurance can be a meaningful way to make a future donation, sometimes at a relatively modest cost today. Options can include naming Lacombe Health Trust as a beneficiary or transferring ownership of a policy, depending on what’s right for you.

Gifts of Securities

Donating securities, like stocks or mutual funds, allows you to create an immediate impact for local healthcare iniatives, while having the added benefit of saving on your taxes.

Establishing a Scholarship

If education and the future of healthcare matter to you, you may choose to create a scholarship or legacy fund that supports learners and strengthens care in our region over time.

A Local Promise You Can Feel Good About

Lacombe Health Trust is a registered charity and a local organization. We’re committed to being:

Trustworthy

Your gift will be used as intended

Caring

Donors and families are treated with respect and gratitude

Transparent

We communicate clearly and answer questions openly

Community-focused

Funds raised support healthcare in Lacombe and surrounding area

Let’s Create a Plan to Give

If you’re considering a planned gift, we’d be honoured to connect. We can provide general information, help you understand your options, and work with you and your advisor to ensure your wishes are clear.

Contact

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