Planned Giving

• Bequests (gifts in a will): Designate a specific gift or a portion of your estate to United Way and your estate will receive an official tax receipt.
• Life Insurance: Life insurance is an affordable option that allows you to make an extraordinary gift. You can transfer ownership of a new or existing policy, or you can make United Way a full or partial beneficiary of a policy you continue to own.
• Retirement Plans: You can designate United Way as a beneficiary of your RRSPs or RRIFs or even your TFSA. Your gift qualifies for an official tax receipt and can offset tax payable on other assets of your estate.
• Family Funds (Donor Advised Funds): A Family Fund is United Way’s version of a Donor Advised Fund, offering immediate tax benefits and the flexibility to direct your giving over time—all while engaging your family and passing down a tradition of philanthropy.

If you have any questions surrounding Planned giving, please email: planned.giving@calgaryunitedway.org.

By planning for the future, you retain more of your assets, protect your estate and leave a legacy for yourself and your loved ones.

Everyone can benefit from the development of a will, regardless of age or financial position. A carefully drafted will is essential for your estate to be distributed in accordance with your wishes. It simplifies and speeds the transition of assets to the next generation, ensuring your beneficiaries are protected.

Planned giving isn’t just about the future—it’s a meaningful way to unite your family around shared values. Whether you’re just starting the conversation or building a family giving plan, United Way can help you explore options that reflect your goals and strengthen your legacy.

If you have any questions surrounding planned giving, please email: planned.giving@calgaryunitedway.org

Including United Way in your will can provide your estate with a charitable tax receipt. A bequest is the most common type of planned gift.

Below is suggested wording for including United Way in your will. We strongly recommend you consult your professional advisors if you are considering including United Way in your estate plans.

“I give ($_____, or ____%, or specific asset) of my (estate or residual estate) to United Way of Calgary and Area to be held and administered as a non-endowed gift in the Tomorrow Fund (or, should such fund cease to exist, in the fund which is the successor to the Tomorrow Fund or in any other fund which is similar to the Tomorrow Fund) in accordance with such organization’s applicable practices and policies from time to time.”

Legal Name: United Way Calgary and Area
Charitable Registration Number: 13022 9750 RR0001

If you have any questions surrounding Planned giving, please email: planned.giving@calgaryunitedway.org

We’re here to support you with legacy giving through resources like our Tax Talk Seminars, our Will Planning Guide and our Family Facilitation Guidebook. Please contact us if you’d like an invitation to our next seminar or if you would like a copy of any of our guides.

We recognize the importance and impact of professional advisors including financial advisors, lawyers, accountants, trust officers and funeral directors. We encourage you to consult with your advisors to discuss which options are the best for you. Here is the charitable information you can provide to your professional advisors:

Legal Name: United Way Calgary and Area
Charitable Registration Number: 13022 9750 RR0001
Mailing Address: 600 – 105 12 Avenue SE, Calgary, AB, T2G 1A1

Alec Clark and Sloan Pipella-Clark are choosing to include United Way in their will to pass down a tradition of giving. For them, legacy is more than just a gift—it’s a reflection of their values and a commitment to future generations.