For a quarter of a century, Lana and Peter Cissell have owned and operated grain farms in Alberta. It’s what they know, what they’re good at and where they feel at home. Despite the long days and hard work that goes into managing a farm operation, Lana and Peter also have some other very important roles: Mom and Dad to their two sons, Carter and Justin.

Living on a farm in rural Alberta meant that if the boys ever needed medical attention, they had to drive into Calgary for help.

“We have relied on the Alberta Children’s Hospital for things like broken bones and concussions – nothing major – but we were so grateful that the care and expertise was there for us when we needed it. We felt very blessed to have that hospital close by,” says Lana.

Inspired by the kindness and expertise they witnessed, Lana and Peter made a special commitment several years ago. They decided to leave a legacy gift to the Alberta Children’s Hospital in their Will. This gift – also known as a Bequest – will benefit future generations of families by advancing the research and technology available to specialists.

It’s something the Cissells feel strongly about – leaving a legacy of “top-notch care” for families of sick and injured children years down the road. They have also discussed the gift with their sons, who are both in their 20s. They hope to have inspired their boys to remember the importance of giving back to our community.

“We always want the Alberta Children’s Hospital to be the best it can be, to be leading-edge, to have the most innovative procedures and continue to offer such wonderful family-centred care,” says Lana. “This is something we can do to ensure that quality of care continues long into the future.”

All gifts of securities to Alberta Children’s Hospital Foundation are documented by execution of a Deed of Gift of Securities

Download Deed of Gift of Securities

Step 1.
The donor will execute the Deed of Gift and return it to the Foundation. The Deed may be returned to the Foundation by email to Sheelagh Mercier at smercier@achf.com or Krista Lanigan at klanigan@achf.com

Step 2.
The Foundation will review the Deed of Gift and decide whether it can accept the gift of securities. The Foundation may need to obtain professional advice and services when assessing the gift of securities.

Acceptance occurs when the Deed of Gift is executed by the Foundation.

For the purpose of valuation, the fair market value will be determined on the date the securities are received by Peters & Co. As a general rule fair market value shall be the closing price of the securities on the date of receipt by Peters & Co.

Step 3.
The Foundation will provide the donor and Peters & Co. with an executed copy of the Deed of Gift.

Step 4.
Once Peters & Co. confirms receipt of and valuation of the gift of securities as described in the Deed of Gift, the Foundation may issue a charitable donation or acknowledgement receipt to the donor.

Steps to assist in making a gift of securities to Alberta Children’s Hospital Foundation:

• Electronic Transfer (Broker to Broker):
  1. The donor will notify his/her broker of intent to gift securities to the Foundation.
  2. The Foundation maintains a trading account with Peters & Co. Limited
     • Our Financial Institution Number is #T077; and
     • Our Account is #01501592.
  3. Instruction to Peters & Co. Limited should indicate “for deposit to the account of Alberta Children’s Hospital Foundation, account #01501592”.

• Manual Transfer of Share Certificate:
  1. Where the share certificates are registered in the donor’s name, the donor will need to provide:
     • the share certificate(s);
     • signed Power of Attorney to affect a transfer of shares (forms can be supplied by the Foundation), together with a letter stating that the share certificate(s) are for deposit to the account of the Alberta Children’s Hospital Foundation.

The share certificates should be UNSIGNED and hand delivered or sent by courier to the Foundation’s broker:

Kim Bottrell
Peters & Co Limited
2300 Jamieson Place 308
4 Ave SW Calgary, AB
T2P 0H7

Direct: 403.261.2236

kbottrell@petersco.com

CUID #: ‘PECC’
DTC #:5014

If you are using a courier, for security reasons we strongly suggest you use a separate courier for the Power of Attorney.

• Where the share certificate can be registered to the Foundation’s name, the donor should request his/her financial institution to register the share certificate(s) to “Peters & Co. in trust for the Alberta Children’s Hospital Foundation”.
• The share certificate(s) can then be delivered and deposited directly into the Foundation’s account at Peters and Co. at their address as noted above.

If you have any questions, please contact Sheelagh Mercier at 403-955-8837 or smercier@achf.com or Cindy Villanueva at 403-955-8844 or cvillanueva@achf.com or Reception at 403-955-8818.

Undesignated Bequest

Residual Bequest: Designates all or a portion of whatever remains after all debts, taxes, expenses and all other bequests have been paid.

“I give _________[a portion of, example: “25% of”; all of, example: “100% of”] the rest and residue of my estate to the Alberta Children’s Hospital Foundation, in the City of Calgary, Alberta, to be used for such purposes as the Board of Directors of the Alberta Children’s Hospital Foundation may from time to time determine. I declare that the official charitable donation receipt shall be a sufficient discharge of my Executor.”

Specific Bequest: Directs that the Alberta Children’s Hospital Foundation receives a specific amount or a certain kind of property, for example, a gift of shares.

“I give _______ to the Alberta Children’s Hospital Foundation in the City of Calgary, Alberta, to be used for such purposes as the Board of Directors of the Alberta Children’s Hospital Foundation may from time to time determine. I declare that the official charitable donation receipt shall be a sufficient discharge of my Executor.”

Designated Bequest

Gifts may be directed to a particular area of the hospital. These gifts may also be residual or specific. “I give ________ to the Alberta Children’s Hospital Foundation in the City of Calgary, Alberta, to be used for ___________ child health and wellness research at the University of Calgary and the Alberta Children’s Hospital. I declare that the official charitable donation receipt shall be a sufficient discharge of my Executor.”

Power to Vary Clause: We recommend that you include language that permits the Alberta Children’s Hospital Foundation to use the gift for a different purpose if circumstances change that make it impossible or impracticable to carry out the original purposes.

“In the event that, in the opinion of the Board of Directors of the Alberta Children’s Hospital Foundation, it should become impossible, inadvisable, or impractical to apply this gift for said purpose, the gift may be used for other purposes consonant with the spirit and intention of this gift.”

We strongly encourage you to talk to your family about your plans and seek professional legal, estate planning and/or financial advice when making decisions about your gift to the Alberta Children’s Hospital Foundation.

For more information, please contact Sheelagh Mercier at 403-955-8837, smercier@achf.com or Heather Stevens at 403-955-8847, hstevens@achf.com

You play an instrumental role in helping establish plans to support the Alberta Children’s Hospital into the future. Thank you for your expertise.

We would be happy to connect with you to answer any questions, discuss your client’s hopes for their gift and thank them for the commitment they are making. If they are open to sharing, we would love to know the story or inspiration behind their gift and share the impact and advances made in pediatric care and research that are possible thanks to legacy giving.

Please reach out directly with questions or comments.

• Electronic Transfer (Broker to Broker):
  1. The donor will notify his/her broker of intent to gift securities to the Foundation.
  2. The Foundation maintains a trading account with Peters & Co. Limited
     • Our Financial Institution Number is #T077; and
     • Our Account is #01501592.
  3. Instruction to Peters & Co. Limited should indicate “for deposit to the account of Alberta Children’s Hospital Foundation, account #01501592”.

Alberta Children’s Hospital Research Institute: research4kids.ucalgary.ca/

CAGP WillPower: willpower.ca

Government of Alberta – Information on Wills:
justice.alberta.ca/programs_services/wills/Pages/default.aspx?WT.svl=programs

CRA Charity Page: cra-arc.gc.ca/chrts-gvng