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Legacy Giving

    Legacy Giving

    For us, it was a personal decision but it made sense—we love living in Langley, have deep roots here and felt it was important to give back to the community that has given so much to us.” 

    Doris Riedweg, Dr. Benjamin B. Marr Legacy Circle member

    What will your legacy be? 

    Giving is a personal act and everyone has a reason to give to the charities close to their heart.  Perhaps you received excellent care at our hospital and want to express gratitude; maybe you’ve built a successful life and want to give back to the community; or possibly you want to reap the tax benefits that a charitable gift can provide to you and your estate.  Whatever your reason, a gift in your Will is a thoughtful investment in health care for our patients, our hospital and our community.

    Your legacy is our community’s future. 

    Leaving a gift to Langley Memorial Hospital through your Will doesn’t restrict you from providing fully for loved ones. The size of gift you leave is completely your choice and any amount you choose will be greatly appreciated and well invested in the future of your community.

    Together, we can ensure that Langley Memorial Hospital has the funds needed to continue to provide the very best health care to Langley residents, well into the future.

    Learn more about what you can do today to ensure a healthier tomorrow:

    • Visit our Resource section to find more information on legacy giving options.
    • Get in touch with one of our Advisory Committee Members to start planning a gift that meets your financial needs
    • Learn how the Dr. Benjamin B. Marr Legacy Circle provides recognition and support to donors.

    To speak to someone about including us in your Will, contact Lisa Rosales at 604.533.6420 or lisa.rosales@fraserhealth.ca.


    Dr. Ben Marr Legacy Circle

    Dr. Ben MarrLangley’s first resident doctor arrived in Fort Langley in 1910 and was one of the principal doctors for the Langley area, responsible for the care and well-being of 9,000 patients. 

    He served in WWI and was an active volunteer in many community organizations. 

    As early as 1929, Dr. Marr championed the need for a hospital in Langley.  Through his efforts, and many others, the “cottage” hospital was opened in 1948.

    Langley Memorial Hospital Foundation honours Dr. Marr’s commitment to our community – as a doctor, soldier and devoted servant to his patients—through our Legacy Giving program.

    The Benefits of Belonging

    As a member of the Dr. Benjamin B. Marr Legacy Circle, you will be:

    • Our guest at special events, tours and seminars
    • Recognized in the Foundation’s various communication materials*
    • Recognized on the donor wall in the Hospital lobby*

    *Members can choose to remain anonymous

    How to Join

    If you would like to join the circle we’d love to hear from you. Simply get in touch with us to notify us of your gift intention (your gift amount does not need to be disclosed).  

    Contact Lisa Rosales at 604.533.6420 or lisa.rosales@fraserhealth.ca.


    Meet Our Committee

    Our dedicated volunteers are Langley-based professionals who provide information, expertise and advice to the Foundation and its donors. 

    All our committee members are available to discuss aspects of your personal estate plan, including charitable giving options. Contact Lisa Rosales at 604.533.6420 or lisa.rosales@fraserhealth.ca and we can get you in touch!

    Luke Berard
    Financial Planner, RBC Financial Planning/RBC Royal Bank

    For more than 16 years, Luke has been helping individuals and families achieve their financial planning goals. Luke’s passion for financial planning comes from his desire to support people in their efforts to lead the kind of life they want to lead. His goal is to help clients look at money as having a positive influence in their lives and in the world. Over the years, Luke has enjoyed being involved with organizations such as the United Way, BC Children’s Hospital, Juvenile Diabetes Research Foundation, and the Langley Memorial Hospital Foundation.

    Rebecca Darnell, LL.B.
    President, Darnell & Company

    Since 1995, Rebecca has built a successful legal practice in the areas of Family Law and Mediation; Real Estate law; and Wills and Estates. As a prominent lawyer in the Langley area she is a passionate community voice and advocate for many worthwhile organizations including Langley Community Services, Rotary Club of Langley Sunrise and is currently on the Board of Directors for Langley Memorial Hospital Foundation.

    Michael Leggatt, MBA, CFA
    Vice-President and Investment Counsellor, RBC Phillips Hager North Investment Counsel

    As an Investment Counsellor and Portfolio Manager, Michael provides comprehensive discretionary investment management for individuals and their families, private companies, and not-for-profit organizations. Michael enjoys being active in his community through his membership with the CFA Institute and the Estate Planning Councils of both Abbotsford and the Fraser Valley. He is also currently on the Board of Directors for Langley Memorial Hospital Foundation.

    Dennis Linton
    Investment Advisor, Sun Life of Canada

    Dennis is a member of the Million Dollar Round Table, which is an international, independent association of about 28,000 of the world’s best life insurance and financial services professionals from approximately 70 nations. MDRT members demonstrate exceptional product knowledge, strict ethical conduct and outstanding client service. Membership in MDRT is recognized internationally as the standard of sales excellence in the insurance and financial services business.

    John Manuel
    Independent Financial Advisor, Canadian Academy of Senior Advisors

    John has been an insurance and pension planner for over 30 years. As an independent agent, John represents many insurance carriers to fulfill his clients’ benefit and related insurance needs.  He is an active member of the Greater Langley Chamber of Commerce, sitting on two committees; a former board member of the Langley International Festival; and is the current president of the Langley Lions Foundation Advisory Committee.

    Tanya Lyn Werk
    Consultant, Investors Group Financial Services

    Tanya Lyn Werk is a Financial Consultant with her focus on Estate Growth, Protection and Transition. She first contracted with Investors Group in 2003.  She has a total of 20 years of experience in Financial Services, with offices across BC. Tanya Lyn holds the title of International Designation of Elder Planning Counselor. She is also a Certified Pre-Planning Counselor, a Registered Retirement Consultant, has her Diploma in Legal Studies and is currently completing her Certified Financial Planner studies.

    Kevin White
    Senior Tax Analyst, Deloitte LLP

    Kevin is a Senior Tax Analyst with Deloitte LLP, where he has worked for the past four years in audit and tax.
    Prior to his time with Deloitte, Kevin worked at PriceWaterhouseCoopers in Vancouver where he specialized in cross-border tax. Kevin has primarily focused his efforts working with Not-For-Profit organizations and owner-managed businesses.

    Lisa Rosales
    Donor Relations, Major Gifts and Legacy Giving, Langley Memorial Hospital Foundation

    Lisa brings 12 years of fundraising experience to her role as Donor Relations, Major Gifts and Legacy Giving at Langley Memorial Hospital Foundation. Lisa’s expertise is matching a donor’s vision and passion with their philanthropic aspirations through legacy giving. She joined the Foundation in June 2017.


    Resources

    What is Legacy Giving?

    The following are some common legacy giving options. Please note, the information below is shared to provide context about Legacy Giving. All options should only be implemented with independent tax and legal advice.

    Bequest
    A simple and popular way to make a legacy gift is through a gift (or bequest) in your Will. You can specify a dollar amount, a particular asset, real estate, or a portion of your overall estate. You don’t have to have a vast estate to make a bequest. Any value can be given.

    Sample Will wording:
    I direct my Executors to give to Langley Memorial Hospital Foundation for the benefit of Langley Memorial Hospital the sum of $<amount> to be used where it is needed the most as determined in the absolute discretion of the Directors of Langley Memorial Hospital Foundation.

    Endowment
    Endowed funds (invested, through a non-profit) provide future security for the Foundation and regular donation for the hospital because the original gift is never spent – it remains intact as a legacy forever. Income earned on that principal is used to support the ongoing needs of the hospital. Endowment income can be designated to a specified purpose or be used to meet the hospital’s highest priority need.

    Life Insurance
    You can easily list Langley Memorial Hospital Foundation as the beneficiary of a new or existing insurance policy. This allows you to make a generous gift at a moderate cost. You can also gift and assign ownership of a policy to Langley Memorial Hospital Foundation. Insurance proceeds paid directly to the Foundation will not be subject to probate fees. Gifting insurance proceeds can also provide tax relief for you and your estate.

    Donations of Securities “In Kind”
    Donating certain publicly traded securities “in kind” (or in their current form, unsold) to the Foundation, either while you are alive or through your estate, will exempt you (or your estate) from paying tax on the capital gain triggered by the donation. In addition, you receive a charitable tax receipt for the fair market value of the gift, making this strategy an exceptional way to maximize your tax savings while supporting Langley Memorial in a significant way.

    Publicly Traded Securities
    Gifts of publicly traded securities can include shares, bonds and mutual funds. Please have your broker call us at 604.533.6420 to advise us of your securities donation. We will provide the brokerage account information and answer any questions.  Download our securities donation form.

    Charitable Gift Annuities
    A Charitable Gift Annuity is an attractive option for donors as it benefits your charity of choice and collects income at the same time. Part of the donor’s gift (typically 25 per cent) is an immediate gift to the charity for which a tax receipt is issued. Langley Memorial Hospital Foundation then purchases a commercial annuity on behalf of the donor with the remaining funds, which pays the donor income, largely tax-exempt, for their lifetime.

    RRSPs and RRIFs
    Langley Memorial Hospital Foundation can be designated as the beneficiary for your RRSP or your RRIF. This means the assets in the RRSP or the RRIF will pass directly to the Foundation after your death and will not be subject to probate fees. This option can also provide tax relief for your estate.


    More information is available

    There are other types of legacy giving. Our Legacy Giving Advisory Committee can work with you and your advisors to create a meaningful gift.

    For additional information about any of these legacy giving opportunities, please contact Lisa Rosales at 604.533.6420 or email lisa.rosales@fraserhealth.ca.


    For Professional Advisors

    Langley Memorial Hospital Foundation advises donors to seek the advice and counsel of professional advisors who can provide them with necessary information and giving options when they want to make a substantial gift. We realize the importance of establishing partnerships and developing relationships with our professional advisors.

    Commonly Asked Questions

    What is the legal name of your charity?
    Langley Memorial Hospital Foundation

    What is the Foundation’s charitable registration number?
    Langley Memorial Hospital Foundation’s Charitable registration number is # 13389 2638 RR0001

    What is the Foundation's mailing address?

    22051 Fraser Highway, Langley, BC V3A 4H4

    What is the mission of the Foundation?
    Langley Memorial Hospital Foundation helps donors fulfil their wish to enable local health care improvements that support better health outcomes and benefit everyone in the community.

    As leaders in building health care partnerships in Langley we work with individuals and corporate and community supporters to fund capital projects as well as the most urgent needs of the hospital such as the purchase of cutting edge medical equipment, funding education programs to advance treatment and patient comforts.

    Last year alone, we were able to provide $1.8 million to the hospital and health care services.


    If you would like further information about our Legacy Giving Program, please contact, Lisa Rosales at 604.533.6420 or lisa.rosales@fraserhealth.ca.

    CONTACT INFO

    Langley Memorial Hospital Foundation
    22051 Fraser Highway
    Langley, BC V3A 4H4
    Telephone: 604.533.6422
    Fax: 604.533.6439

    HOSPITAL INFO

    Langley Memorial Hospital
    Telephone: 604.534.4121
    Website  

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