Gifts In Your Will
Create Your Lasting Impact
A gift in your will helps eliminate financial barriers for students in Halton today and secures their future.
No student should have to give up on their future before it’s even started because of what’s in their family’s bank account today.
For over two decades, Halton Learning Foundation has put the kindness of donors to work to eliminate financial barriers to learning. Whether a student needed food or clothing or assistance for college or university, our community has made it possible for children to plan ahead.
You may be thinking ahead about how you can continue to have a lasting impact far into the future.
Halton Learning Foundation offers several ways to help students for decades.
In discussion with your financial planners and loved ones, you can determine your future needs and ensure that students in your community have access to the resources they need — not just today, but for years to come.
Many future gifts offer real tax advantages for you or your family, now and in the future. We invite you to explore your options below in consultation with your trusted financial advisors and loved ones.
Ways to Give
Wills & Bequests
Leaving a gift to Halton Learning Foundation in your will is one of the simplest ways to create a lasting impact. You can designate a specific dollar amount, a percentage of your estate, or whatever remains after gifts to your loved ones.
Your estate will receive an official charitable tax receipt and the tax advantages may be have a positive effect on your taxes over more than one year.
To get an idea of tax advantages or impacts on the other people you want to remember in your will, the Tax Calculator developed by the Canadian Association of Gift Planners may help.
Please seek independent legal advice when setting up or amending your will.
To include HLF in your will, provide your lawyer or financial advisor with:
Legal Name: Halton Learning Foundation
CRA #: 889975223RR0001
Address: 2050 Guelph Line, Burlington, ON L7P 5A8
Suggested will clause:
“I give to the Halton Learning Foundation the sum of $_____, or _____% of the residue of my estate, to be used at the discretion of the Halton Learning Foundation in support of its charitable purposes.”
I have remembered the Halton Learning Foundation in my will because I want others to benefit from education as much as I did.” Colin Bain
Colin Bain taught with the Halton District School Board for over 30 years. After retiring in 2000, his belief in what education could do for a person never wavered, so he named HLF in his will.
Colin passed away in November 2025. His legacy lives on through the Colin M. Bain Social Sciences Scholarship, supporting HDSB students every year.
Life Insurance
You can transfer ownership of an existing or new policy to Halton Learning Foundation, or name the charity as a full or partial beneficiary of a policy you continue to own.
Retirement Savings (RRSPs, RRIFs & TFSAs)
You can name Halton Learning Foundation as a beneficiary of your registered accounts. These gifts qualify for an official tax receipt and can have a positive effect payable on your estate taxes.
Other Options
Halton Learning Foundation can also accept gifts through annuities, and special trust arrangements.
Please contact us to discuss what works best for your situation.
Ready to Talk?
We’re happy to answer your questions and provide your advisor with anything they need.
Jim Martin martinj@haltonlearningfoundation.ca | 905-749-4453 (Ext. 102)
Halton Learning Foundation is a partner of the Will Power program, in association with the Canadian Association of Gift Planners. You can access more resources and learn about Will Power and Halton Learning Foundation here.
Please consult your lawyer or financial planner for advice specific to your situation.
CRA #: 889975223RR0001