Legacy giving
Invest in future generations with a planned gift
Leave a lasting legacy
The University of Calgary Legacy Society celebrates individuals who have included UCalgary in their estate plans. These contributions, committed today, are earmarked to support student awards and bursaries, innovative teaching and learning initiatives, and life-changing research. They also help secure the future of the institution, as well as fulfil a donor’s wish to make a lasting impact.
Legacy gift donors are invited to join the Legacy Society and become part of a group of extraordinary visionaries and philanthropists committed to energizing our future and transforming our world — in our lifetime and beyond.
If you wish to ensure your passion and values will continue to live on and inspire future generations to come, explore the giving options below and contact us to learn more.
Meet the inspiration behind RESTORE Network
Art by Amanda Fisher, Cumming School of Medicine
Edith Rodie left $4.7 million to the University of Calgary to support rehabilitative research, in part through the Calgary Health Foundation.
Alum Larry Jarrett, a spirit of generosity
Legacy Society member Larry Jarrett, who has donated to UCalgary for more than 40 years, established an endowment in his family’s name.
Charitable Bequests
A bequest can include cash, publicly listed securities, real estate, art, books, and jewelry. By naming the university in your will, your estate generates tax credits that may offset any taxes payable.
Life insurance
By listing the university as a beneficiary of your life insurance proceeds, your estate will be eligible for a charitable tax receipt for the cash-surrender value of the policy and a tax receipt for any additional premium payments.
Gifts of registered retirement assets
Registered retirement plans and company-sponsored pension plans may be among your biggest assets. By naming the University of Calgary as beneficiary of your funds, your estate will receive a tax receipt for the entire amount of the gift.
Gifts in kind
The university receives many generous donations of books, art, equipment, software and other property, including real estate — all of which are eligible for a tax receipt for the fair market value of the gift.
Charitable trusts
If you wish to receive tax benefits today, you can create a charitable trust agreement with funding from cash, securities or real estate. The remainder interest of the fund is donated and held in trust for the University of Calgary.
Gifts of publicly traded securities
You can support the University of Calgary by donating publicly traded securities such as stocks, bonds, bills and mutual funds. To make a gift of shares, please click the link below to download the forms for RBC Gift of Shares or ScotiaMcLeod Gift of Shares donations.
Contact Us
If you have any general inquiries or concerns, please email legacygiving@ucalgary.ca.
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Sherry Dahl, MBA (Fin), CFRE
Director of Development
(w) 403.210.3873
(c) 403.618.6231
sdahl@ucalgary.ca -
Whitney Rosborough, B.A., MBA
Associate Director of Development
(w) 403.394.5379
whitney.rosborough@ucalgary.ca -
Jessika Anderson
Legacy Advisor
(w) 403.210.8741
jessika.anderson@ucalgary.ca