DONOR RELATIONS PROGRAM
WA WA Shrine Centre
IN SUPPORT OF
SHRINERS HOSPITALS FOR
CHILDREN, MONTREAL, CANADA
WA WA SHRINE PATIENT
TRANSPORTATION FUND
WHAT IS DONOR RELATIONS?
The Donor Relations Program, formerly called Endowments, Wills, and Gifts was first initiated in the late 1930=s. Over these many decades its objectives remain the same.@ To secure the aid, in a dignified manner, of charitable-mined people who will remember our Hospitals with legacies and gifts to Shriners Hospitals for Children@... That challenge continues today to facilitate and encourage active involvement by Nobles and their Ladies, and where appropriate, the Public at large, to participate in all the vehicles provided for the direction of Donated@ funds to our Shrine Philanthropy. Please consider the various options available through Estate Planning to support the Shriners Hospitals for Children in Montreal and the WA WA Shrine Patient Transportation Fund.
WHAT IS PLANNED GIVING?
Planned Giving is the process by which you decide in writing the method of distribution of your estate assets at the time of your death. You must have a valid will that will speak for you and provide absolute instructions to your executor. Without a valid will an administrator will be appointed under the Intestate Successions Act and the decisions to distribute your assets are made for you. Planned gifts are usually deferred, meaning they are arranged now and fulfilled later. For example, a person could include a provision in his or her will to make a bequest to a charitable organization that would be provided at the time of their death. Some examples of planned gifts are discussed in this brochure
SUGGESTED METHODS OF GIVING
The Personal Contributing Membership.
A onetime donation of $150.00 to the Shriners Hospital for Children relieves you as a Shriner, of the annual $5.00 hospital assessment for the rest of your life, gets you a tax deductible receipt and a certificate. This membership adds to a special endowment fund in which only the income from the gift is spent annually to support our hospitals.
The $100 Million Dollar Club.
A donation of $100.00 to the Shriners Hospital for Children enters you as a member of the $100 Million Dollar Club. With it comes a tax deductible receipt and a certificate. This is an excellent way to provide the gift of hope for a child in need. Membership can be in any other person’s name as a special anniversary, birthday or appreciation gift.
Shriners Annual Gift Campaign.
The Annual Gift Campaign gives every Shriner the opportunity to volunteer to be personally involved in funding the operations of Shriners Hospitals for Children each year, thus securing our legacy of providing expert medical care to children, conducting world-class research and teaching future generations of care givers.
SOME OTHER METHODS OF GIVING.
----A gift of money. Send a Cheque or money order payable to Shriners Hospitals for Children or The WA WA Shrine Patient Transportation Fund. A receipt for tax purposes is issued
----The purchase or assignment of a Life Insurance Policy. Name the Shriners Hospital for Children or The WA WA Shrine Patient Transportation Fund as the sole beneficiary.
----Give an outright gift. Such items as cash, securities, real estate, personal property etc., are welcome as we continue the mission of care giving at Shriners Hospitals for children.
----Creation of a Charitable Remainder Trust. The beneficiary can have the right to receive periodic payments during their life time if they desire.
----An AIn Memoriam@ donation in remembrance of a deceased Noble, his Lady, or friend to The WA WA Shrine Patient Transportation Fund.
----A weekly, monthly, or yearly financial pledge.
PROBATE INFORMATION
FOR THE EXECUTOR
Some of the more important duties of an Executor in the probate of an estate:
Locate and obtain original Last Will and Testament.
Prepare an inventory of the assets of the Estate.
Locate and review deceased=s Income Tax Returns
Obtain Statements of loans from banks, Visa, etc.
Prepare a listing of the beneficiaries.
Consult a lawyer.
Compile necessary documents for application to Sask. Court of Queens Bench if Letters Probate or Administration are required.
Advertise for creditors if advisable.
Prepare and file necessary estate income tax returns.
Apply for / obtain a Clearance Certificate from Revenue Canada.
Collect life insurance payable to the Estate of, to a named beneficiary.
Pay all approved creditors claims.
Prepare an accounting of all estate monies received and expenses paid.
Obtain a release from beneficiaries of the Estate in favor of the Executor with respect to such accounting and proposal for asset distribution.
Distribute estate property to the beneficiaries.
Distribute personal property according to the will.
Have the beneficiaries sign a Release, if necessary, apply to the Court to obtain a Discharge of the Executor / Administrator.
The foregoing is not exhaustive and an executor should retain a lawyer since the administration of an estate frequently involves important legal determinations.
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