Why Doug and his wife, Barb, chose to include the St. Marys Healthcare Foundation in their estate plan
After 30 years in financial planning, Doug Holliday and his wife, Barb, knew they wanted to leave a legacy for St. Marys in their estate plan. “The hospital holds a special place in people’s hearts” and that is a tradition Doug and Barb want to see continue for generations to come. Here’s how their Legacy Gift ensures just that!
As a financial advisor, Doug Holliday spent most of his working career helping others plan their financial futures, and this often included walking them through the decisions that are made during the estate planning process. Doug sums up this process as a plan to transition your assets to the next generation. He always recommends thinking of “your favourite charities as your fourth and fifth children and build them into your plan accordingly.”
For Barb and Doug, choosing their organizations were easy – Doug had been involved with the St. Marys Memorial Hospital Foundation as a board member for over 20 years and is excited as the Foundation evolves to continue developing a model primary healthcare plan for this community. Their decision was solidified for Doug after the success of the Someone I Know campaign lead to the expansion of the Tradition Mutual Centre for Wellness. Doug and Barb see the Centre, and projects like it, as the future of healthcare for this community. They also feel that they can be assured that their gifts given to the St. Marys Healthcare Foundation – an independent organization not at the whims of governmental shifts and legislative changes – will help support the health and wellbeing for generations of his family, friends and neighbours.