Planning a Future Gift in Will
As you look ahead to the future, is making a gift in will to charity part of your plan? This way of giving is a powerful way to support a charity you care deeply about and design a legacy you are remembered for. It may be the most significant gift of your lifetime! You have the potential to make a difference that endures.
Legacy gifts are special. For Sherbrooke and Central Haven, these gifts ensure a bright future, benefiting countless Elders in the years to come. They are a promise that sustains our beautiful homes and empowers the loving, inspiring, innovative work that our team does every day.
Please consider making a future gift in will to Sherbrooke Foundation part of your plan. We encourage you to speak with your family and your professional advisor about your wishes.
Ensure your wishes are understood
Your gift in will is one way to reflect and declare what you truly value in your life. We suggest a planning meeting with Sherbrooke Foundation and you or your lawyer to discuss your intentions for your future gift, so our Foundation can prepare to honour your wishes when the time comes. Please contact Donor Relations Manager Joy-Ann Allin for a private conversation.
Sherbrooke Foundation Inc. is a registered charity with the Canada Revenue Agency, Charitable Registration No. 104832407 RR 0001. Sherbrooke Foundation Inc. should be named as the beneficiary. In your planning meeting with us, we will discuss the specific home you would like Sherbrooke Foundation to direct your gift to. Please see the bequest wording below.
The Legacy of Charles "Red" Williams
Bright Future Society
Donors who plan to make a future legacy gift become members of Sherbrooke Foundation’s Bright Future Society. Your legacy gift ensures a bright future for Elders in our homes. We are incredibly grateful for your planned gift for Sherbrooke Foundation.
Membership in the Bright Future Society is for individuals and their families who have notified our Foundation of their intentions to make a future gift in will, gift of life insurance, or other estate plan. We encourage you to include your family in your planning.
Members of the Bright Future Society, plus their families, gather throughout the year to enjoy inspiration, fellowship, and donor updates from Sherbrooke Foundation.
Bright Future Society members are part of a treasured circle of supporters who:
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- Care deeply about our positive vision for long-term care
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- Enjoy gathering with other like-minded supporters
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- Appreciate donor updates throughout the year
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- Are planning to make a future gift in will, gift of life insurance, or other estate gift
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- Have notified us of their intentions so we can prepare to honour their wishes
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- Or have notified us privately and asked to ensure their name is not published (anonymous)
If Sherbrooke Foundation is not aware of your planned gift, we encourage you to notify us and your family about your intentions as early as you can. Please contact Donor Relations Manager Joy-Ann Allin for a private conversation.
Our gratitude to you and your family begins today with the Bright Future Society.
Will Power
Sherbrooke Foundation is an active member of the Canadian Association of Gift Planners (CAGP) Will Power initiative. This national educational campaign invites Canadians to think differently about giving and empowers them to create positive change through a gift to charity in their wills.
A growing trend in Canada
- Can you support your family and still give to charity? See what 1% can do using the Will Power donation calculator.
- Explore the tax benefits to leaving a gift to charity in your will with the Will Power tax calculator.
Still exploring?
Will Power resources are available for anyone. We encourage you to explore these Will Power resources and stories to read about how people are including charitable giving in their wills.
You may not be ready to speak with a charity about your intentions, but Will Power will provide you with information as you are exploring this way of making an impact.
Request a Meeting
We welcome a private meeting with you to discuss your intentions for your legacy gift. You may contact Donor Relations Manager Joy-Ann Allin at joy-ann@sherbrookefoundation.ca or (306) 655-3632.
Bequest Wording
Sherbrooke Foundation provides sample bequest language as a resource only for the donor and their legal counsel, and this should not be interpreted as legal advice. The Foundation strongly encourages all donors to consult with their lawyers on the wording used in their wills.
Sherbrooke Foundation Inc.’s Canada Revenue Agency Charitable Registration No. is 104832407 RR 0001.
Sherbrooke Foundation Inc. should be clearly named as the beneficiary in your will. Details about the specific home you would like Sherbrooke Foundation to direct your gift to or the purpose for your gift should be discussed with the Foundation early in your planning to ensure it is possible for your gift to be used according to your wishes.
The attached sample bequest language describes three forms of bequests:
- A specific bequest
- A residual bequest
- A contingent bequest
Questions about Legacy Giving
I am considering a future charitable gift in my will. What information should I include?
Please ensure you include Sherbrooke Foundation Inc.’s name and charitable registration number BN 104832407RR0001 in your will.
We strongly encourage you to consult with your lawyer on the wording used in your will.
We suggest a planning meeting with Sherbrooke Foundation and you or your lawyer to discuss your intentions for your future gift, so our Foundation can prepare to honour your wishes in the future.
Please contact Donor Relations Manager Joy-Ann Allin at joy-ann@sherbrookefoundation.ca.
I have included a charitable gift in my will. May I discuss my wishes with you?
Thank you so much. Please ensure you have included our name, Sherbrooke Foundation Inc., and our charitable registration number, BN 104832407RR0001, in your will. We strongly encourage you to consult with your lawyer on the wording used in your will.
We welcome a personal meeting with you to learn about your intentions for your future gift, so our Foundation can prepare to honour your wishes in the future. Please contact Donor Relations Manager Joy-Ann Allin at joy-ann@sherbrookefoundation.ca.
May I direct my donation to a specific purpose or home?
Sherbrooke Foundation supports both Sherbrooke Community Centre and Central Haven and you may designate your gift for the home you choose.
Your donation supports enhancements to our homes, furnishings, equipment, therapies, and vibrant recreational programs for residents. Visit Where Your Donation Goes for more information about the impact of your giving.
Please contact Donor Relations Manager Joy-Ann Allin at joy-ann@sherbrookefoundation.ca to learn about specific giving opportunities in our homes.
How do I make an appointment with Sherbrooke Foundation?
Please contact Donor Relations Manager Joy-Ann Allin at joy-ann@sherbrookefoundation.ca to discuss making a gift in will, a gift of securities or a gift with your Donor Advised Fund, or to learn about specific giving opportunities in our homes.
Please contact Donor Relations Coordinator Layne Engel at layne@sherbrookefoundation.ca to make a gift by credit card or monthly pledge, update your address, or inquire about your charitable receipt.
Where are you located?
The Sherbrooke Foundation office is located on the second floor of Sherbrooke Community Centre. Our office is open 9:00 a.m. to 4:30 p.m. Monday to Friday, and by appointment.
Our mailing address is:
Sherbrooke Foundation
401 Acadia Drive
Saskatoon SK, S7H 2E7
I am organizing a funeral and would like to invite family and friends to make memorial donations. What wording should I use in the obituary or program?
When you are planning a celebration of life service for a loved one or writing an obituary, you may invite your friends and family to make a memorial gift to Sherbrooke Foundation.
Sherbrooke Foundation supports both Sherbrooke Community Centre and Central Haven, and memorial gifts will be designated for the appropriate home.
We suggest obituary wording such as this:
Donations in memory of _________ may be made to Sherbrooke Foundation, 401 Acadia Drive, Saskatoon, S7H 2E7 or by visiting sherbrookefoundation.ca.
May I make a memorial donation in honour of a special person?
Yes, thank you so much. You may make a secure online gift for Sherbrooke or Central Haven in memory of a special person by selecting Donate.
You may also make a memorial donation by cheque. Our mailing address is:
Sherbrooke Foundation
401 Acadia Drive
Saskatoon SK, S7H 2E7
Sherbrooke Foundation supports both Sherbrooke Community Centre and Central Haven, and memorial gifts will be designated to the appropriate home.
When I make a memorial donation, will you notify the family for me?
Yes, we will notify the family of your name and address so they can send a thank you message; however, we do not indicate the gift amount.
If your gift is in memory of a Resident who passed recently, we will have the family name and address for notification.
If your gift is in memory of someone who was not a Resident or who passed away more than a year ago, please provide the family name and address for this notification. You may contact Donor Relations Coordinator Layne Engel at layne@sherbrookefoundation.ca to provide this information.
How can I make a donation using securities?
Not only does your donation of securities make a difference in supporting our homes, it is also a helpful tax strategy for wise financial planning.
Visit Donating Securities for information about making a transfer of securities to our Foundation. Please contact Donor Relations Manager Joy-Ann Allin at joy-ann@sherbrookefoundation.ca to advise us about your intention to donate securities.