Planned Giving Useful Resources

FOR PROFESSIONAL ADVISORS

As a legal or financial advisor, your clients seek your professional advice when they are planning their estates or charitable contributions.  We value the important role you play in helping your clients plan a special gift in support of Queensway Carleton Hospital — an institution that is vitally important to healthcare in our community.

We would be honoured to count your among our partners.  If you would like to become a member of our Gift Planning Advisory Council, and have your contact information listed here, please contact Nadine Fowler, Planned Gifts Associate at 613-721-4700 ext 5609, or nfowler@qch.on.ca.

Our legal name: Queensway Carleton Hospital Foundation
Charitable Organization Number: 137253571RR0001

 QCH Foundation Gift Planning Advisory Council

 When planning a gift for the Queensway Carleton Hospital, we encourage you to consult your own legal and financial advisors, who will be able to give you advice appropriate to your personal, financial and tax situation.

 If you do not have a professional working with you, and wish to talk to someone with expertise in charitable giving, financial or estate planning, we invite you to contact a member of our Gift Planning Advisory Council.

Gift Planning Advisory Council

Harold Feder, B.A., LL.B.
Barrister , Solicitor and Notary Public
Brazeau Seller LLP
750 – 55 Metcalfe Street, Ottawa, Ont.  K1P 6L5
Phone 613-237-4000 ext 242   Email  hfeder@brazeauseller.com

Vlado Hajtol, JD
Barrister, Solicitor & Notary Public
484 Gladstone Ave, Ottawa, Ont. K1R 5N8
Phone: 613-304-3607 Email: vhajtol@hajtollaw.ca

Timothy V. Ho
CIBC Financial Advisor
1365 Baseline Rd., Ottawa, Ont. K2C 3G1
Phone 613-274-3560 ext 348  Email  timothy.ho@cibc.com

Randy McKay
CIBC Financial Advisor
5527 Hazeldean Rd., Stittsville, Ont. K2S 0P5
Phone 613-831-1694 ext 348  Email randy.mckay@cibc.com

Alan Pfahl, MTI
Regional Trust Manager
CIBC Trust
400 – 222 Queen Street, Ottawa, Ont.  K1P 5V9
Phone 613-564-0113  Email  alan.pfahl@cibc.com

Rod A. Vanier, B.A., LL.B
Barrister , Solicitor and Notary Public
Landry, Vanier
90 Centrepointe Drive, Nepean, Ont.  K2G 6B1
Phone 613-226-3336   Email  vanier@vanierlaw.on.ca

 Helpful links:

Canada Revenue Agency – Charities Directorate

www.cra-arc.gc.ca/charities/

Canadian Association of Gift Planners

http://www.cagp-acpdp.org/en/default.aspx

Leave A Legacy Program
http://www.leavealegacy.ca/

Association of Fundraising Professionals – Ottawa Chapter
www.afpottawa.ca