A lasting gift. A powerful impact.
A legacy gift is a way to support the causes you care about beyond your lifetime.
When you include Heart & Stroke Foundation of New Brunswick in your plans, your generosity helps:
Advance critical cardiovascular research in New Brunswick
Improve prevention and awareness across New Brunswick communities
Support better care and outcomes for people living with heart disease or stroke
Together, we’re building a future where fewer families are impacted and more lives are saved.
A Gift in Your Will
The most common way to leave a legacy gift is by including a charitable gift in your Will, also known as a bequest.
A gift in your Will allows you to:
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Support life-saving work without affecting your finances today
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Choose a specific amount, percentage, or asset
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Retain full control and flexibility during your lifetime
This type of gift is received only after your lifetime and can be updated at any time if your circumstances change.
Gift of Registered Investments
You can name Heart & Stroke Foundation of New Brunswick as a beneficiary of certain registered plans, including:
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RRSPs
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RRIFs
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TFSAs
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RESPs
These gifts are simple to arrange and may offer tax advantages to your estate, while helping fund critical research and programs.
Donate Publicly Traded Securities
Donating publicly traded securities — such as stocks, bonds, or mutual funds — is a tax-efficient way to support our work.
This type of gift allows you to:
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Avoid capital gains tax on the donated securities
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Support research, education and advocacy
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Make a meaningful impact using assets you already hold
Special forms are available for New Brunswick donors.
Why should I let you know about my legacy gift?
Sharing your decision allows us to thank you and ensure your wishes are clearly understood. We respect your privacy and will never share your personal information.
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How do I donate publicly traded securities?
You can initiate a gift of securities by completing the appropriate transfer form or contacting our team for assistance.
If you are based in New Brunswick, please ensure you use the New Brunswick–specific securities form.
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How do I donate registered investments?
Contact your plan administrator or financial advisor and request that Heart & Stroke Foundation of Canada be named as a beneficiary of the account.
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What is a registered investment?
Registered investments are accounts registered with the Canada Revenue Agency, such as RRSPs, RRIFs, TFSAs and RESPs. These plans offer tax advantages and can be directed to a charitable beneficiary.
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What types of gifts can be included in a Will?
A gift in your Will can include:
A specific dollar amount
A percentage or portion of your estate
A particular asset, such as investments or property
A contingent gift, made if other beneficiaries are unable to receive their share
Your lawyer can help determine what’s best for your situation.
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What information does my lawyer or financial advisor need?
Please use the following details when planning your gift:
Legal name: Heart and Stroke Foundation of New Brunswick
Mailing address: 580 Main Street, Suite B210, Saint John, NB E2K 1J5
Charitable registration number: 11924 6840 RR0001
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Are there tax benefits?
In most cases, your estate will receive a charitable tax receipt for the full value of the gift. This may reduce taxes owed on the final return and help preserve more of your estate for loved ones.
Because every situation is different, we recommend speaking with a financial advisor or tax professional.
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Can I change my mind after including a legacy gift?
Yes. A legacy gift is never binding. You can update or remove it at any time if your circumstances change.
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Why leave a legacy gift to Heart & Stroke Foundation of New Brunswick?
Your gift helps create a reliable, long-term source of funding for research, education and care that benefits people across New Brunswick, not just for today, but for generations to come.