Leave a legacy of care with Helping Hands, Orillia
Planned Giving
Every day in Orillia and area, seniors and adults living with physical disabilities rely on HHO for transportation, meals, personal support, reassurance calls, and transitional bed services. A legacy gift sustains these essentials —so the people you care about and the community you love continue to have support.
What is Planned Giving?
Planned giving allows you to make a charitable gift now that benefits Helping Hands, Orillia in the future—often using tools like wills, life insurance, retirement funds, or securities. It’s simple to arrange with professional advice, and flexible enough to fit most financial situations.
Why does Planned Giving Matter?
Planned giving is a thoughtful way to create lasting impact. By including Helping Hands, Orillia in your estate or financial plans, you help protect independence, dignity, and connection for vulnerable neighbours—today, tomorrow, and for generations.
Ways to Create Your Legacy
Choose the options that fit your goals. We’ll help you tailor the language and steps with your advisors.
A Gift in Your Will
(Bequest)
Include HHO in your Will with a specific amount or percentage of your estate. You maintain full use of your assets during your lifetime, and your estate may benefit from charitable tax credits.
Gifts of Publicly Traded
Securities
Donate stocks or mutual fund units in-kind to potentially eliminate capital gains tax and receive a receipt for fair market value.
Life Insurance
Designate HHO as a beneficiary of an existing policy or a new policy. Premiums are modest, and proceeds can create a significant future gift.
RRSPs & RRIFs
Name HHO as a beneficiary of all or a portion of your registered plans. This can reduce or eliminate taxes otherwise payable by your estate on those funds.
Endowment or Named
Fund
Establish an endowed or named fund (now or through your Will) to provide ongoing, annual support in
the area of greatest need—or for a program you love.
Other Meaningful
Options
Gifts in kind (e.g., artwork), charitable remainder trusts, or monthly giving are all impactful; monthly gifts provide reliable funding for services and can be set up quickly.
How to Get Started
1 Talk to your advisors
Speak with your lawyer, accountant, or financial planner about the best option for your situation and sample wording for your Will or beneficiary designations
2 Use our legal details
When you’re ready, include our full legal name and charitable registration number in your documents
3 Tell us (confidentially) about your intentions
Sharing your plans helps us steward your legacy with care, answer questions, and recognize your generosity the way you prefer.
