No One Can Live Forever, But Your Legacy Can

John and Helen Lockwood | Ann and George Mertler

John and Helen Lockwood - their legacy lives on

During the Second World War, John Lockwood came to the aide of an injured British soldier during the London Blitz. The desire to help those who needed it stayed with him his entire life. John’s generosity manifested itself in ways big and small.  John’s wife, Helen, similarly believed that giving to others was part of how you lived your life. Together, John and Helen made life better for hundreds of people.

The Lockwoods first started helping Sask Polytech students in 2004, when they established an endowment to fund bursaries and scholarships. Over the years, their support grew to include additional annual gifts to fund student awards. In 2007, John and Helen said they wanted their support for Sask Polytech to continue after they were gone. Over the next few months, their wishes were discussed in detail, their intentions documented, and a bequest to Sask Polytech became part of John’s will.

Both John and Helen passed away recently. They are missed by many family and friends, and by those at Sask Polytech who came to know them well. John’s bequest of $1 million to Sask Polytech will strengthen the existing Lockwood endowment and will ensure that students benefit from the Lockwoods’ generosity for generations to come. 

A portion of the bequest will fund equipment and renovations for a facility that will train electrician apprentices at Sask Polytech Regina Campus. John was in the construction business and thought that tradespeople are the backbone of the province. 

A portion of the bequest is allowing Sask Polytech to upgrade the Simulation Lab at Sask Polytech Regina Campus – a facility that trains nurses and other health care professionals. John and Helen generously supported health organizations and health professionals.

The Lockwoods were, and will remain long into the future, a part of the Sask Polytech community. They have left a legacy that will have an impact for decades to come, and they have our deepest appreciation.

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Building the future for carpentry students - Donation creates a legacy and provides tax benefits 

A bursary for carpentry students at Saskatchewan Polytechnic, honours the life of a man, provides much needed financial support for students now and long into the future, and will have some significant tax advantages for his family.

Ann and George Mertler were married for 64 years. When George, a master woodcrafter, passed away in 2012, Ann started looking for ways to celebrate his life, and create a legacy that had meaning for both of them.

“George was a very ambitious man and looked forward to building up this city and the country, and where else could he give his efforts to? Wood was his line of work, and he enjoyed it so much,” said Ann. “I'm a giving person. If I help someone else, I feel better. Whenever I needed help, I received it myself - and education is what everyone needs.”

A planned gift also made good financial sense for tax and estate planning purposes. The Mertler’s provided enough funding for two bursaries of $4,000 each to be provided each year. When the bursary was created, Ann transferred stocks to Sask Polytech, giving Ann the benefit of a tax receipt but removing the taxable capital gain to her. A further $100,000 in bank shares was transferred to the school upon Ann’s passing in 2016, which will be held in perpetuity. The dividend paid from the shares will be used for bursaries.

“Dad knew the value of Sask Polytech, as he was getting these young fellows in his trade who were working with him as graduates and apprentices. He really grew to appreciate what the technical school had to offer and the types of people it was turning out,” says Gord Mertler, George’s son. “I think this is the true meaning of a legacy - it will just keep on giving back. My parents were not high-profile in their community, but this allows something in their name to continue on.”

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