You can make a gift of cash, stocks, bonds, real estate, or other assets to the Sooke and Juan de Fuca Health Foundation. Your gift qualifies for maximum charitable benefit under federal law.
Designate the Sooke and Juan de Fuca Health Foundation to receive a portion or all or of the proceeds from your life insurance, reducing your estate taxes. Or you can transfer the policy to the foundation’s name and receive an immediate tax receipt for the cash surrender value.
Annual donations make a real difference, by strengthening our ability to provide ongoing financial support to local health-related programs and organizations in our communities.
TAX FREE GIFT OF
SHARES & ANNUITIES
By giving a gift of shares or other securities to the Sooke and Juan de Fuca Health Foundation, you can eliminate capital gains tax and get an immediate tax receipt for the market value of those securities
Designate a gift or portion of your estate and, in some cases, receive a substantial reduction in federal gift and estate taxes.
CHARITABLE REMAINDER TRUST
Place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the Sooke and Juan de Fuca Health Foundation, and is placed in a charitable fund you’ve selected. You receive income tax benefits the year you establish your trust.