Planned Giving

Invest in the future of your community

As we look back on our lives, we may wonder: “How will I be remembered?”

Planned gifts offer you an opportunity to build a charitable legacy and create the future you want for Calgary and the surrounding area. Planned effectively, these gifts can provide substantial financial benefits and tax savings, while ensuring that the issues you care about will continue to be supported in the future.

Planned giving through United Way offers you an unparalleled opportunity to have an impact on issues today, while creating systemic solutions for tomorrow.

 

GIFTS FOR TODAY

Leaving a gift for today ensures issues that are important to you have support over the long term.

Cash Gifts: Make a gift of cash to see your generosity in action to receive immediate tax benefits.

Gifts of Securities: Giving appreciated securities is one of the most cost- and tax-effective ways to make a major impact on the issues you care about.

 

GIFTS FOR TOMORROW

Leaving a gift for tomorrow provides you with the opportunity to create lasting impact and longterm solutions by helping future generations in our community.

Bequests: Designate a specific gift or a portion of your estate to the Tomorrow Fund 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 to your community. 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 a TFSA. Your gift qualifies for an official tax receipt and can offset tax payable on other assets of your estate.

 

If you have any questions or to discuss legacy giving, please contact our Planned Giving Officer:

planned.giving@calgaryunitedway.ca

403-231-6444

By planning for the future, you can retain more of your assets, protect your estate, and leave a lasting 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.

 

Contact our Planned Giving team to begin planning today or to request more information.

planned.giving@calgaryunitedway.ca

403-231-6444

When naming a charity such as United Way in your will as a beneficiary, your estate will benefit from the charitable tax receipt offsetting taxes due. A bequest is the most common type of planned gift. It is up to you to decide how your gift will be used, however a general gift allows United Way to direct the monies received to the areas of greatest need.

Below, you will find suggested language to use when drawing up 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 in which is similar to the Tomorrow Fund) in accordance with such organizations applicable practices and policies from time to time.” Legal Name: United Way Calgary and Area Charitable Registration Number: 13022 9750 RR0001

 

If you have special wishes regarding how you would like to design your bequest, please contact our Planned Giving Officer to ensure your intentions are honoured.

planned.giving@calgaryunitedway.ca

403-231-6444

We recognize the importance and impact of the work of professional advisors, including financial advisors, lawyers, trusts officers, and funeral directors.

Below you will find United Way of Calgary and Area’s legal name and charitable registration to provide to your 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

 

If you have any questions or to discuss legacy giving, please send an e-mail to

planned.giving@calgaryunitedway.ca

403-231-6444

Get informed

Watch our Tax Talk videos covering a range of topics including Wills 101 and how to make the most of your giving.

November 16, 2021

October 19, 2021


September 21, 2021

What is the Tomorrow Fund

Preserve your values, vision, and legacy by partnering with the Tomorrow Fund.

Learn more

Professional Advisors Toolkit

Help your clients align their values with their estate planning objectives.

Access the toolkit

Contact Us

Contact our Planned Giving team to begin planning today or to request more information. Ask us about an upcoming United Way estate planning seminar!

Adam SlaterPlanned Giving