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 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.
Donor Stories
Alum’s first-hand experience as mature student inspires legacy gift
Scholarship offers support to students who are single parents
Meet the donors
Just as a single spark can ignite a roaring flame, philanthropy is the catalyst that starts something special at the University of Calgary. Meet the donors who are sparking positive change by empowering students, advancing research, driving innovation and more.
Joan Snyder’s legacy donation a game-changer for women’s hockey
$2M gift takes the Dinos Program of Excellence in Women’s Hockey to the next level
Ways to Give
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
General Inquiries
If you have any general inquiries or concerns, please email legacygiving@ucalgary.ca.
Sherry Dahl, MBA (Fin), CFRE
Director of Development
(w) 403.210.3873
(c) 403.618.6231
Whitney Rosborough, B.A., MBA
Associate Director of Development
(w) 403.394.5379