A Legacy of Hope
Roger Bishop used his will to make a gift to Help Fill A Dream. Known to generations of UVIC students, faculty, and administrators as RJB, Roger Joseph Bishop, Professor Emeritus was a key figure in the establishment of the UVIC Department of English. When he died on 30 March 2016, Professor Bishop was just 41 days short of his 100th birthday.
Roger was a philanthropist who supported a variety of causes. His connection with Help Fill A Dream is through Dream child Emily and her family. When Emily was seven, Help Fill A Dream sent her on a Dream trip to Disneyland. Following two years of treatment for Leukemia, the trip was life changing for her entire family. It was a chance to destress, to relax, to take a breath. She got to be a kid again and play with her brother.
Roger and Emily’s family developed a deep friendship. Roger saw the healing power and impact a Dream can have through Emily, and he wanted to ensure other children had their Dreams come true as well. He did this through a gift in his will. Years later, when she was in her late 20’s, Emily joined the Help Fill A Dream Board of Directors, providing a unique perspective of how the organization makes a difference.
TINA & PHIL
Tina and Phil from Victoria made the decision to leave a legacy gift in their will.
“We had been putting off making a will for years, we always thought we were too young. A few sudden deaths of close friends and family make you realise you’re never too young to make a will, and we didn’t want to put it off any longer. You just never know what’s around the corner.”
It was important to the couple that the legacy they left had real meaning.
“We wanted to leave a legacy to not only help out family but those that really need it. We can make a difference to a child and their family by leaving a legacy in our will.
We hadn’t realized that without a will, our estate could be tied up for years and the only real winner would be the lawyers and the government; we worked too hard to have that happen. We don’t have a lot but if that can help a family through some difficult times it’s totally worth it!”
Help Fill A Dream was an obvious choice for Tina and Phil, “We have done some voluntary work with Help Fill A Dream with the Taking it to the Streets event, Heritage Haunted House and the Golf for Kids Tournament – seeing the children and their families, and the look of joy on their faces is priceless. Knowing that we can make a difference when we are no longer here made sense for us.”
Once they had made their decision the process was easy, “Our Lawyer just added Help Fill A Dream with the charity number and we were done!”
We are extremely grateful to donors like Roger Bishop, and Tina and Phil – their legacy gifts will ensure that Help Fill A Dream can continue to provide hope, help and happiness to children into the future.
If you are considering leaving a gift to Help Fill A Dream please get in touch with our office to discuss options and receive further information.
It is important that the correct name is used when including a gift in your will. There are other organizations with which we could be confused, please use the legal name Help Fill A Dream Foundation of Canada in a will or other document. Registered Charity No. 11895 5830 RR0001
Leave a Legacy
Legacy giving is a wonderful way to support the things you care about most, now and after you’re gone. For many donors, it’s also an important part of estate planning. Whatever your reasons, creating a legacy gift is an excellent way to support Help Fill A Dream well into the future.
How to Give
We recommend that you engage your financial or legal advisor to help you plan your legacy giving. Together with your family, this professional can help you make the best decisions regarding what you want your legacy to be, how much you can afford to give and how your estate can further your goals.
Ways that you can make a legacy gift
WILLS & TRUSTS
A charitable bequest is a gift specified in your will; you may wish to designate a certain sum of money, a particular asset, or a portion of your estate. You may also choose to make a gift to Help Fill A Dream during your lifetime in exchange for a guaranteed income for life. Upon your death, the remaining assets in the trust will go to the Foundation.
Whatever form your donation takes, it will have the same effect – helping kids who need help.
To include a bequest to the Help Fill A Dream Foundation in your will, ask your lawyer or notary to prepare a new will or add a codicil to your existing one. Contact your advisor for more details on setting up a trust.
An endowment is a charitable donation in the form of real property, assets, or funds. In general, the principal gift of the endowment is invested and the interest is used to fund projects and programs. The practice of investing the principal, rather than spending it, allows an endowment to grow over time, rather than diminishing it by spending it all at once.
When you leave an endowment to the Help Fill A Dream Foundation you are ensuring that the Dreams of children from Vancouver Island and the Gulf Islands will be fulfilled for years to come.
Some individuals decide to make a gift of life insurance because they know that even a relatively small commitment can make a huge difference in the lives of Vancouver Island children.
RRSPS & RRIFS
As part of your estate planning, you may choose to designate the Help Fill A Dream Foundation as the beneficiary of your RRSP or RRIF.
GIFTS & SECURITIES
Donating appreciated stocks or mutual funds is the most tax-effective way to make an outright gift during your lifetime or as part of a legacy gift.
When an individual sells an appreciated stock or mutual fund they are required to pay tax on 50 per cent of the capital gain. However, thanks to the Federal Budget of May 2006, if they donate the appreciated securities to charity, they pay no capital gains tax.
Benefits of making a gift of securities to Help Fill A Dream:
- A charitable tax receipt will be issued for the fair market value of the securities
- No capital gains tax owing if gifted to a public charity
- Satisfaction of seeing your donation put to good use
- An ‘un-needed’ asset is removed from your portfolio and converted to a charitable gift
- Opportunity to create a lasting charitable legacy through estate planning