- EMPOWER SIMCOE FOUNDATION
- BUSINESS NO.: 896155629RR0001
-
39 Fraser Court
Barrie, Ontario, L4N 5J5 - 705-726-9082
- Monday - Friday: 08:30 - 16:30
Plan a Meaningful Gift for Future Generations
Through thoughtful planning, you can ensure a brighter future for many generations to come. By including the Empower Simcoe Foundation in your estate plans, you will help empower people of all abilities to lead meaningful and inclusive lives now and well into the future.
We are happy to work with you and your professional advisor to ensure the gift you choose to leave best suits your needs and wishes.
For further information on how you can leave a legacy gift or a gift of stocks and securities to the Empower Simcoe Foundation, please see below.
Throughout Empower Simcoe’s history, they have maintained service excellence with their highly dedicated and experienced staff. They have played an integral part of our family’s life over a very long time. Our children have thrived from these interactions, activities and support. We have made monthly donations for years. We also named the Empower Simcoe Foundation in our wills, because we know our children will still be accessing services for years to come, and we also hope to help others. We could never repay the gratitude we have for what Empower Simcoe has done for us, but we have made these gifts so that their services can continue forever.”
- Rose Mary King, Legacy Donor
Creating a Legacy Gift does not mean depriving your family and loved ones to accommodate a charity, nor should it be a strain on you or your loved ones. Well planned, a legacy gift can even create a tax advantage for your estate. We strongly recommend you ask your financial advisor how this may be possible in your situation.
A residual gift in the form of a bequest in your will constitutes the balance of an individual’s wealth once his or her fixed obligations are met. For example, you could provide a determined amount of money to your children and grandchildren, and leave a percentage of the remaining funds to the Empower Simcoe Foundation.
You could also choose to leave a specific percentage of your estate to the Empower Simcoe Foundation. For example, you may choose to divide your estate into equal portions among your children and grandchildren, and donate the final portion to the Foundation.
For more information, please contact Esther Rowaan, Donor Development Specialist, at 705-726-9082 ext. 2285, or by email at foundation@empowersimcoe.ca.
The most effective way to contribute to empowerment and inclusion for generations to come is through planned giving, also known as granting a legacy or making a bequest. You may specify how you wish your gift to be used; however, a general gift allows the Empower Simcoe Foundation to direct the funds received to the areas of greatest need.
To establish a legacy gift, please instruct your lawyer to include the following statement in your will:
Clause for your will
I give to the Empower Simcoe Foundation, 39 Fraser Court, Barrie, Ontario, Canada L4N 5J5 the sum of $ _______________, or ____% of the residue of my estate or my property at ____________ in the City of _____________. The disposition of my bequest is to be used by the Empower Simcoe Foundation at the discretion of its Board of Trustees and executive officers. The receipt of a lawfully designated Officer of the Empower Simcoe Foundation shall be sufficient discharge therefor.
The above is one form of a statement you can include in your will. Different statements are available for different types of legacy gifts – please contact us for more information.
Empower Simcoe Foundation Charitable Number
Our charitable registration number is 89615 5629 RR0001
We strongly recommend you consult your lawyer if you are considering including the Empower Simcoe Foundation in your estate plans.
We recognize the importance and impact of the work of professional advisors, including financial planners, estate lawyers, trust officers and funeral directors.
Below you will find the Empower Simcoe Foundation’s legal name & charitable registration to provide to your advisors.
Legal name and charitable registration
Legal Name: Empower Simcoe Foundation
Charitable Registration Number: 89615 5629 RR0001
Mailing Address:
39 Fraser Court
Barrie, ON L4N 5J5
Canada
If you have any questions or to discuss legacy giving please contact Esther Rowaan, Donor Development Specialist, at 705-726-9082 ext. 2285, or email foundation@empowersimcoe.ca.
A will is crucial in ensuring your assets will go to the people and causes you support.
Your can amend your wishes at any time by making a Codicil to your existing will or by creating a new will. In your will, you can designate a specific sum of money, or a percentage of your estate, or investments, including RRSPs and RRIFs.
Please see “How do I name the Empower Simcoe Foundation in my will” above for sample wording if you would like to leave a gift to the Empower Simcoe Foundation in your will.
We strongly recommend you consult your lawyer if you are considering including the Empower Simcoe Foundation in your estate plans.
The Empower Simcoe Foundation is a registered charity established in 1998 that directly supports the activities of Empower Simcoe. Funds raised by the Foundation support people with intellectual disabilities and their families. We also raise funds for special projects which respond to community needs and further our mission to enhance the quality of all lives.
Join us at our Annual Golf Tournament, where every swing helps support inclusive services for people of all abilities to Be, Belong, and Thrive.
Hooray for Outdoor Play capital campaign is for a new, accessible playground at the EarlyON Child and Family Centre at 129 Ferris Lane, Barrie.
Join us as we celebrate personal achievements and community service, honoring our Empower Simcoe models who have made exceptional contributions to enhancing the lives of others.
We are always looking for volunteers to help with fundraising initiatives like our Empower Simcoe Foundation Bingo or our signature events.
