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Planning for Kids
SickKids Gift Planning Newsletter
Fall 2011 | Issue 25
Allan Beattie:A Big Heart for SickKids
As a small town boy from Copper Cliff, Ontario,Allan Beattie never dreamed
he would play such an important role in the future of child health care.
After graduating from
Osgoode Hall and
establishing a career in law,
he gave his attention to a
vast array of philanthropic
and volunteer endeavours.
SickKids was among his
most important.“He was
always a big thinker,” recalls
Elizabeth, one of his four
daughters and a member of
the Women’s Auxiliary at the Hospital.“Growing up,
we would watch the SickKids telethon as a family and
he always encouraged others to get involved in their
community and do whatever they could.”
The importance of having a Hospital
like SickKids became clear to Allan.
But Allan’s connection to the Hospital was a very
personal one. His nephew was treated for cancer at
SickKids and Allan would frequently come to the
Hospital and read at his bedside. Despite the care that
he received, his nephew passed away just a few days
before his fifth birthday. It was during this period
that the importance of having a hospital like SickKids
became clear to Allan.
In 1974,Allan began what became more than 23 years
of dedicated volunteer service to the Hospital and
Foundation. He was a member of the Board for both
organizations, including five-year terms as Board Chair
of each.Through his significant and committed
involvement, he helped guide and strengthen the link
between research discoveries and patient recoveries
– advances which he saw first-hand in his lifetime.
Allan, who passed away in 2010 at the age of 84,
wanted to recognize the importance of the Hospital
and contributed to The Research & Learning Tower
and the Hospital’s highest priority needs through a
meaningful gift in his will.
“This gift is a true reflection of our father’s belief in
SickKids,” says Elizabeth.“He wanted to make sure
the Hospital could continue its life-saving work and
hopefully
inspire others
to make a
change in their
community.
Dad wouldn’t
have wanted it
any other way.”
One of the highlights of his time with SickKids was laying the
cornerstone for the new Atrium addition in 1992, which is now the
heart of the Hospital.
Thinking Outside of the Box
The Healy family’s life changed forever on
December 6, 1997. On the cool Saturday morning,
their bubbly three-year-old daughter, Monica,
fell off a Christmas parade float and was rushed
to The Hospital for Sick Children.
What began as a fun-filled day quickly turned to near tragedy.
Although Monica would eventually recover from her injuries,
the experience gave the Healy family new perspective on the
importance of having a world-class hospital so close to home.
It was the beginning of an incredible philanthropic relationship
with SickKids Foundation.
The Healy family - Devin, Cynthia, Cameron, Monica, Danielle and Mark
SUBSCRIPTIONS
To receive the newsletter
electronically or cancel your
subscription, please visit:
http://www.sickkidsfoundation.
com/myplanningforkids
Current and archived issues of
Planning for Kids are available on
the SickKids Foundation website at:
http://www.sickkidsfoundation.
com/moreways/pfk.asp
What does SickKids mean to you?
“You don’t need a lot
of money to leave
a significant gift.
Sometimes you
just need to
think outside
of the box,”
says Mark Healy,
Monica’s father.
We often meet donors who want to leave a gift on behalf of a family
member or friend who spent time at SickKids. We also meet families with
no connection at all, who simply want to give back to their community.
We’d love to hear what SickKids means to you. Please send us your story to
gift.planning@sickkidsfoundation.com or by mail to Gift  Estate Planning,
525 University Ave, 14th Floor, Toronto, Ontario M5G 2L3
The 60 Second Bequest™
Think making a bequest is too
difficult? There’s a quick and
easy way to become an everyday
philanthropist – in one minute. There
is no cost and no lawyers involved.
By utilizing either your Registered
Retirement Savings Plan (RRSP) or
your Registered Retirement Income
Fund (RRIF), you can complete the
one minute bequest in three easy
steps.
Step one: Request an RRSP/RRIF
Change of Multiple Beneficiary
Designation form from your plan
administrator.
Step two: Complete the form with
your charity of choice as one of the
beneficiaries.
Step three: Return the form to your
plan administrator.
Keith Thomson, Managing Director,
Stonegate Private Counsel, is a
recognized financial educator who
has gained a national reputation for
his motivational presentations and
his creative philanthropic planning
techniques.
Income Tax Reduction
and Estate Tax
Elimination:
A Presentation by
Keith Thomson
“We wanted to make a lasting impact on the future of SickKids,” says
Mark Healy, Monica’s father.“You don’t need a lot of money to leave
a significant gift. Sometimes you just need to think outside of the
box.”
“Knowing that I’m changing the lives of children is
pretty cool,” says Monica, now 17.
Thinking outside of the box is exactly what the Healy family did.All
four children – Monica, Danielle, Cameron and Devin – have decided
to give $2 a day toward their own life insurance policy in support of
SickKids Foundation. Each policy is worth $250,000, bringing the
total contribution to $1 million.
When planning
charitable
donations,
life insurance
policies are often
overlooked.
But for the
Healy family,
the choice was
easy. By regularly
contributing
to their life
insurance
policies, the
Healy children
have the
opportunity to watch their gift grow while learning the importance
of making a positive impact on their community.They are learning
first-hand how one person can truly make a difference in the lives of
the next generation.
“Knowing that I’m changing the lives of children is pretty cool,” says
Monica, now 17.“Giving up $2 a day isn’t hard either – one less trip
to Starbucks.”
“The best part about this is that anyone can do it.
Any family has this within their reach,” adds Mark.
“My children and I encourage more families to
think outside the box and find ways to make a
meaningful difference in their community today.”
Learn the value of estate
planning and how it can help
you save on taxes.
Thursday January 19, 2012
from 6:30 - 8 p.m.
in the SickKids Atrium
Please contact Denise Fernandes
to reserve your spot.
416.813.5225 or
denise.fernandes@
sickkidsfoundation.com
BEQUEST information
SickKids Foundation is the Hospital’s
parallel charity which raises money,
performs estate administration and
manages endowments on behalf of The
Hospital for Sick Children (SickKids).
Do your estate plans include SickKids
Foundation? Let us know! If you plan to
make a bequest, the name you should
include in your will is:
Investing in the Future of Research
When Denise joined our
team earlier this summer, it
was a great opportunity for
the three of us to tour The
Hospital for Sick Children,
see all the action and learn
about the latest advances in
child health.
The highlight of our tour was viewing the construction of our new
Research  Learning Tower from the Hospital’s eighth floor. From
our vantage point, it became so clear how research, learning and care
are connected at SickKids – physically via halls and walkways and
intellectually through the translation of scientific discoveries into
recoveries at the bedside.
The Tower is more than bricks and concrete. It represents the future
and will serve as the catalyst of an international revolution in paediatric
medical research that will directly improve the well-being of children.
It will create the platform for earlier diagnosis, new therapies and better
prevention. The Tower will be an exceptional facility for new ideas to
grow, for partnerships to evolve and for science to flourish.
For us, the Tower has an additional meaning. It is symbolic of the value
of investing in the future and how meaningful gifts in your will or life
insurance are to nurturing innovative possibilities that can transform
children’s health.
We invite you to speak with us if you are considering including SickKids
in your will. We would also be pleased to take you on a tour of the
Hospital so you can see the difference that your support can make.
Together We Will.
GIFT  ESTATE PLANNING, SickKids Foundation
525 University Avenue, 14th Floor Toronto, Ontario M5G 2L3
E: gift.planning@sickkidsfoundation.com www.sickkidsfoundation.com
Toll free: 1.800.661.1083 P: 416.813.8271 F: 416.813.5024
“The Hospital for Sick Children Foundation”
PRIVACY
SickKids Foundation respects the privacy
of its donors. Please read our full privacy
policy at www.sickkidsfoundation.com.
ABOUT PLANNING FOR KIDS
Planning for Kids is a charitable gift planning
newsletter published twice a year by SickKids
Foundation. The information provided is
general in nature and not intended to be a
substitute for professional legal and financial
planning advice. The Foundation encourages
donors who are planning a significant
donation to seek legal and financial
planning advice.
SHARE WITH US
We invite you to share your comments
and ideas with us. If you have an idea for
a story or would like to make a general
comment or suggestion about the contents
of the newsletter, please send an e-mail
message to:
gift.planning@sickkidsfoundation.com
or call 416.813.8271.
Malcolm Berry Yolanda Bronstein Denise Fernandes
Director
Gift  Estate Planning
Senior Development Officer
Gift  Estate Planning
Development Officer
Gift  Estate Planning
ABOUT THE COVER PHOTO
Claire, 3, shows off her fashionable
purple glasses to Dr. Agnes Wong in the
Ophthalmology Clinic at SickKids.

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Sick Kids Hospital Toronto Ontario Canada

  • 1. Planning for Kids SickKids Gift Planning Newsletter Fall 2011 | Issue 25 Allan Beattie:A Big Heart for SickKids As a small town boy from Copper Cliff, Ontario,Allan Beattie never dreamed he would play such an important role in the future of child health care. After graduating from Osgoode Hall and establishing a career in law, he gave his attention to a vast array of philanthropic and volunteer endeavours. SickKids was among his most important.“He was always a big thinker,” recalls Elizabeth, one of his four daughters and a member of the Women’s Auxiliary at the Hospital.“Growing up, we would watch the SickKids telethon as a family and he always encouraged others to get involved in their community and do whatever they could.” The importance of having a Hospital like SickKids became clear to Allan. But Allan’s connection to the Hospital was a very personal one. His nephew was treated for cancer at SickKids and Allan would frequently come to the Hospital and read at his bedside. Despite the care that he received, his nephew passed away just a few days before his fifth birthday. It was during this period that the importance of having a hospital like SickKids became clear to Allan. In 1974,Allan began what became more than 23 years of dedicated volunteer service to the Hospital and Foundation. He was a member of the Board for both organizations, including five-year terms as Board Chair of each.Through his significant and committed involvement, he helped guide and strengthen the link between research discoveries and patient recoveries – advances which he saw first-hand in his lifetime. Allan, who passed away in 2010 at the age of 84, wanted to recognize the importance of the Hospital and contributed to The Research & Learning Tower and the Hospital’s highest priority needs through a meaningful gift in his will. “This gift is a true reflection of our father’s belief in SickKids,” says Elizabeth.“He wanted to make sure the Hospital could continue its life-saving work and hopefully inspire others to make a change in their community. Dad wouldn’t have wanted it any other way.” One of the highlights of his time with SickKids was laying the cornerstone for the new Atrium addition in 1992, which is now the heart of the Hospital.
  • 2. Thinking Outside of the Box The Healy family’s life changed forever on December 6, 1997. On the cool Saturday morning, their bubbly three-year-old daughter, Monica, fell off a Christmas parade float and was rushed to The Hospital for Sick Children. What began as a fun-filled day quickly turned to near tragedy. Although Monica would eventually recover from her injuries, the experience gave the Healy family new perspective on the importance of having a world-class hospital so close to home. It was the beginning of an incredible philanthropic relationship with SickKids Foundation. The Healy family - Devin, Cynthia, Cameron, Monica, Danielle and Mark SUBSCRIPTIONS To receive the newsletter electronically or cancel your subscription, please visit: http://www.sickkidsfoundation. com/myplanningforkids Current and archived issues of Planning for Kids are available on the SickKids Foundation website at: http://www.sickkidsfoundation. com/moreways/pfk.asp What does SickKids mean to you? “You don’t need a lot of money to leave a significant gift. Sometimes you just need to think outside of the box,” says Mark Healy, Monica’s father. We often meet donors who want to leave a gift on behalf of a family member or friend who spent time at SickKids. We also meet families with no connection at all, who simply want to give back to their community. We’d love to hear what SickKids means to you. Please send us your story to gift.planning@sickkidsfoundation.com or by mail to Gift Estate Planning, 525 University Ave, 14th Floor, Toronto, Ontario M5G 2L3
  • 3. The 60 Second Bequest™ Think making a bequest is too difficult? There’s a quick and easy way to become an everyday philanthropist – in one minute. There is no cost and no lawyers involved. By utilizing either your Registered Retirement Savings Plan (RRSP) or your Registered Retirement Income Fund (RRIF), you can complete the one minute bequest in three easy steps. Step one: Request an RRSP/RRIF Change of Multiple Beneficiary Designation form from your plan administrator. Step two: Complete the form with your charity of choice as one of the beneficiaries. Step three: Return the form to your plan administrator. Keith Thomson, Managing Director, Stonegate Private Counsel, is a recognized financial educator who has gained a national reputation for his motivational presentations and his creative philanthropic planning techniques. Income Tax Reduction and Estate Tax Elimination: A Presentation by Keith Thomson “We wanted to make a lasting impact on the future of SickKids,” says Mark Healy, Monica’s father.“You don’t need a lot of money to leave a significant gift. Sometimes you just need to think outside of the box.” “Knowing that I’m changing the lives of children is pretty cool,” says Monica, now 17. Thinking outside of the box is exactly what the Healy family did.All four children – Monica, Danielle, Cameron and Devin – have decided to give $2 a day toward their own life insurance policy in support of SickKids Foundation. Each policy is worth $250,000, bringing the total contribution to $1 million. When planning charitable donations, life insurance policies are often overlooked. But for the Healy family, the choice was easy. By regularly contributing to their life insurance policies, the Healy children have the opportunity to watch their gift grow while learning the importance of making a positive impact on their community.They are learning first-hand how one person can truly make a difference in the lives of the next generation. “Knowing that I’m changing the lives of children is pretty cool,” says Monica, now 17.“Giving up $2 a day isn’t hard either – one less trip to Starbucks.” “The best part about this is that anyone can do it. Any family has this within their reach,” adds Mark. “My children and I encourage more families to think outside the box and find ways to make a meaningful difference in their community today.” Learn the value of estate planning and how it can help you save on taxes. Thursday January 19, 2012 from 6:30 - 8 p.m. in the SickKids Atrium Please contact Denise Fernandes to reserve your spot. 416.813.5225 or denise.fernandes@ sickkidsfoundation.com
  • 4. BEQUEST information SickKids Foundation is the Hospital’s parallel charity which raises money, performs estate administration and manages endowments on behalf of The Hospital for Sick Children (SickKids). Do your estate plans include SickKids Foundation? Let us know! If you plan to make a bequest, the name you should include in your will is: Investing in the Future of Research When Denise joined our team earlier this summer, it was a great opportunity for the three of us to tour The Hospital for Sick Children, see all the action and learn about the latest advances in child health. The highlight of our tour was viewing the construction of our new Research Learning Tower from the Hospital’s eighth floor. From our vantage point, it became so clear how research, learning and care are connected at SickKids – physically via halls and walkways and intellectually through the translation of scientific discoveries into recoveries at the bedside. The Tower is more than bricks and concrete. It represents the future and will serve as the catalyst of an international revolution in paediatric medical research that will directly improve the well-being of children. It will create the platform for earlier diagnosis, new therapies and better prevention. The Tower will be an exceptional facility for new ideas to grow, for partnerships to evolve and for science to flourish. For us, the Tower has an additional meaning. It is symbolic of the value of investing in the future and how meaningful gifts in your will or life insurance are to nurturing innovative possibilities that can transform children’s health. We invite you to speak with us if you are considering including SickKids in your will. We would also be pleased to take you on a tour of the Hospital so you can see the difference that your support can make. Together We Will. GIFT ESTATE PLANNING, SickKids Foundation 525 University Avenue, 14th Floor Toronto, Ontario M5G 2L3 E: gift.planning@sickkidsfoundation.com www.sickkidsfoundation.com Toll free: 1.800.661.1083 P: 416.813.8271 F: 416.813.5024 “The Hospital for Sick Children Foundation” PRIVACY SickKids Foundation respects the privacy of its donors. Please read our full privacy policy at www.sickkidsfoundation.com. ABOUT PLANNING FOR KIDS Planning for Kids is a charitable gift planning newsletter published twice a year by SickKids Foundation. The information provided is general in nature and not intended to be a substitute for professional legal and financial planning advice. The Foundation encourages donors who are planning a significant donation to seek legal and financial planning advice. SHARE WITH US We invite you to share your comments and ideas with us. If you have an idea for a story or would like to make a general comment or suggestion about the contents of the newsletter, please send an e-mail message to: gift.planning@sickkidsfoundation.com or call 416.813.8271. Malcolm Berry Yolanda Bronstein Denise Fernandes Director Gift Estate Planning Senior Development Officer Gift Estate Planning Development Officer Gift Estate Planning ABOUT THE COVER PHOTO Claire, 3, shows off her fashionable purple glasses to Dr. Agnes Wong in the Ophthalmology Clinic at SickKids.