• Pharmacy technician preparing cancer doses

    Give a gift of RRSPs or RRIFs

    RRSPs and RRIFs offer a creative approach to charitable giving.

A gift from your retirement plan like a RRSPs or RRIFs can mean tax savings for you and enhanced health care for future generations.

donating registered funds
Make a lasting impact on health care in our region.

Your RRSP and RRIF have grown in a tax sheltered environment. But in the future they will be one of your most heavily taxed assets. Aside from a few allowable roll-overs, 100% of the fund will be taxed as income when the fund is paid out.

Naming the QEII Foundation as beneficiary of some or a portion of your plan will provide a tax credit that will offset this income tax. You can name the QEII Foundation as sole beneficiary or one of multiple beneficiaries.

The gift is simple to make. Just request a ‘Change of Beneficiary’ form from your plan provider and name the QEII Health Sciences Centre Foundation as beneficiary of all or a portion of the RRSP or RRIF.  Don’t forget to return the document to your provider.

Surgeon examining screen

Get in touch to learn more:

Should you have any questions or require additional information about leaving a legacy gift, our charitable giving advisors are available to assist you and your advisor:

Geoff C. Graham, CFRE

Charitable Giving Advisor
geoff.graham@qe2foundation.ca
902 442 7196
Katharine Berrington

Katharine Berrington 

Charitable Giving Advisor
katharine.berrington@qe2foundation.ca
902 225 2262
Lori Scott

Lori Scott

Charitable Giving Advisor
lorij.scott@qe2foundation.ca
902 442 7199

Click here for our online form to request additional information.  

Resources for professional advisors:

Professional advisors are in a unique position to explore how clients can support charitable causes important to them through their financial or estate plan. If you are a professional advisor interested in bringing philanthropy into your business model, click here.