We'll help you create your legacy
Be remembered for your values, and generosity with a planned gift. Support the causes you care about and the people you care for by planning your estate.
Your legacy gift of any size can be directed to the area of the university that you are most passionate about: your class fund, advancing research, helping future students by providing financial aid, or sports teams or clubs are just some examples. By planning your estate, you can ensure your loved ones are looked after while also supporting initiatives you care about.
Simplicity
Arranging an estate gift can be simple. We'll work with you and your professional advisors to help you choose the best fit for your life and ensure the impact of your gift is maximized over time.
Wills & bequests
You're passionate about supporting the causes you care about, but you may not have the flexibility to make a gift right now. A bequest allows you to make an impact in the future without losing your financial security today. Continue to enjoy your assets during your lifetime with a bequest donation and receive tax savings for your estate.
A bequest is a provision in your will or estate plan in which you promise assets to ¾ÅÐãÖ±²¥. Your assets can be money, property, or any other asset in your portfolio. You can draft a new will or revise or add a codicil to your current will. Our Gift Planning team can help you decide the best vehicle for your bequest.
Life insurance
You can turn a small monthly premium into a significant impact on the future with a gift of life insurance and our Gift Planning Team can help.
Options
- Transfer an existing policy: Do you have an old insurance policy that you don't need any more? Transfer it to ¾ÅÐãÖ±²¥ and you'll get a charitable tax receipt for its fair market value and for all the premiums you pay on it in the future.
- Donate a new policy: Buy a new policy and name ¾ÅÐãÖ±²¥ as its owner and beneficiary. You choose the department or program you want to support, and we'll send you tax receipts for all the premiums.
- Make ¾ÅÐãÖ±²¥ your beneficiary: When you name ¾ÅÐãÖ±²¥ as a beneficiary of your policy, you retain ownership of the policy, and your estate will get a tax receipt for the full amount ¾ÅÐãÖ±²¥ receives. ¾ÅÐãÖ±²¥ will benefit, and so will your loved ones.
Direct beneficiary gifts
You want a comfortable retirement, but you also want to make a powerful impact at ¾ÅÐãÖ±²¥. You can enjoy the benefits of your retirement savings now and donate your tax-free saving accounts (TFSA), Registered Retirement Savings Plan (RRSP), or Registered Retirement Income Fund (RRIF) to ¾ÅÐãÖ±²¥ later.
By making ¾ÅÐãÖ±²¥ the partial or full beneficiary of your TFSA, RRSP, or RRIF, your estate will get a tax credit helping offset your estate’s tax burden. Contact our Gift Planning Team to find out more.
Gift Planning Resources
The Gift Planning Team has the expertise to advise you on the complexities of giving and will work with you to find the tax-smart gift that best suits you.
Meet the alumni and donors providing guidance and support to our Gift Planning Team.
Read profiles of donors, get financial advice on estate planning, and more.
