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Planned giving

Planned giving enables you to support the MHI in the long term, not to mention enjoy substantial benefits, by providing for a donation in your financial, tax or estate plan. The donation can be made during your lifetime or upon your death, and can be in the form of a bequest in your will, a life insurance policy, or publicly traded securities. By making a bequest to the MHI, your generosity will live on long after you’re gone. Find out more

Make a donation for the future!

For more information

Josée Darche, directrice développement et dons majeurs  
514 376-3330, poste 2205
josee.darche@icm-mhi.org

What is planned giving?

 It is a donation that is made as part of a financial, tax or estate plan.

  • It can be made immediately or in the future
  • It is an expression of your wishes and your charitable goals
  • It is a reflection of your personal, family and tax situation
  • It is a voluntary charitable gesture (donation) rather than a mandatory one (income tax)

Why make a planned donation?

  • To support the fight against heart disease
  • To make a concrete gesture that will survive you
  • To show your commitment to and gratitude for the Montreal Heart Institute

How to make a planned donation

Before making a planned donation, it is important to:

  • Establish your personal financial situation
  • Consult a notary, life insurance advisor, financial planner or attorney
  • Inform the recipient organization and loved ones of your donation