investment levels

Core Giving

A diverse group of young people stand with their arms linked together

Core Donors are core to change in communities throughout Calgary by giving $1 to $1,199 annually to United Way.

Learn More

Leadership Giving

A diverse group of Calgarians stand together overlooking the Calgary skyline

Leadership Donors unite to lead change in our community through gifts of $1,200 to $9,999 annually to United Way.

Learn More

Major Giving

Two of United Way's major donors pose after accepting an award for philanthropy

Our Major Donors are united to create major impact in our city. These generous philanthropists give over $10,000 annually to United Way.

Learn More

tomorrow fund for advisors

For Professional Advisors

You help your clients align their values and interests with their estate planning objectives on a daily basis. We share your principles and take the same care when it comes to helping donors plan charitable gifts that support United Way of Calgary and Area.

These tools are here to help you and your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors:

Legal Name: United Way of Calgary and Area

Charity Number: 13022 9750 RR0001.

Sample Will Wording

Will Planning Guide

Tomorrow Fund 1 Pager

Tomorrow Fund Annual Report

Charitable Giving Options:

  • Bequests: Gifts Made Through your Will
  • Life Insurance Policy
  • RRSPs
  • Gifts of Securities

We understand that gifts to charities can be an important part of your clients' overall financial and estate plans. We are committed to working with you to ensure that your clients find the charitable options that best meet their needs. Thank you for your ongoing support to the United Way, we look forward to working with you to best support your clients.

ways to give banner

Giving back to your community

United Way actively works with all areas of the community to address the root causes of major social issues throughout Calgary and the surrounding area. We could not do this important work without the support of our donors.

Your support helps improve lives right here in your community. Your donation funds community-wide programs, promotes long-term planning initiatives and mobilizes others in our community. By giving back to your community, you can help make Calgary a truly great city for everyone.

Donate

donate now image

Donating to United Way is an investment in the local community. All investments are monitored and reported on annually. Invest in our city today.

Learn More

Tax Credits

tax credits image

Your donation to United Way is eligible for valuable charitable tax credits.

Learn More

Your Impact

your impact image

Your donation makes a huge difference in the lives of Calgarians. See how much your dollar buys.

Learn More

Core Giving

core giving image

Core Donors are core to making a difference in our community by giving $1 to $1,199 annually to United Way.

Learn More

Leadership Giving

leadership giving image

Leadership Donors unite to lead change in our community through gifts of $1,200 to $9,999 annually to United Way.

Learn More

Major Giving

major giving image

Our Major Donors are united to create major impact in our city. These generous philanthropists give over $10,000 annually to United Way.

Learn More

Planned Giving (Tomorrow Fund)

tomorrow fund image

The Tomorrow Fund is United Way of Calgary and Area’s long-term investment fund for our city.

Learn More

Gift of Securities

gift of securities image

Help create long-term sustainability by giving the gift of securities.

Learn More

Sponsorship

sponsorship2 image

We invite you to partner with us to help make Calgary a great city for everyone.

Learn More

 

A GIFT OF LIFE INSURANCE

Make a significant gift in the future while receiving tax benefits today through life insurance.  Your gift will go to the Tomorrow Fund endowment, ensuring endless support for the community.

BENEFITS OF GIVING LIFE INSURANCE 

A gift of life insurance allows you to make a visionary investment while preserving the value of your estate for your loved ones.   The proceeds of the policy are paid directly to United Way of Calgary and Area and are not subject to probate or other estate fees. There are three ways to support United Way with a gift of life insurance:

1. Transferring Ownership to United Way: 

  • Give an already paid-up policy and receive a tax receipt for the cash value of the policy
  • Give an existing policy on which premiums are still being paid and receive a tax receipt for the cash value of the policy and subsequent premium payments

2. United Way as the Beneficiary:

  • Name United Way of Calgary and Area as the beneficiary of your policy and a tax receipt will be issued to your estate which can be claimed in your final tax return 

3. Purchase a New Policy:

  • If you make United Way of Calgary and Area the owner and beneficiary of a new policy, you are entitled to the tax receipts for the premium payments

 

Sample Costs of Donating through Life Insurance

Age/Gender

Gift policy amount

Annual Premiums

50% Alberta Tax Credit 

Annual net cost to donor 

Total net cost to donor over 5 years

40/male

$100,000 ¹

$5000 for 5 years

$2500

$2500

$12,500

50/female

$100,000 ¹

$6000 for 5 years

$3000

$3000

$15,000

55/male & female

$500,000 ²

$25,000 for 5 years

$12,500

$12,500

$62,500

65/male & female

$500,000 ²

$38,000 for 5 years

$19,000

$19,000

$95,000

¹ Single life:  guaranteed 5 pay  ² Joint last to die:  guaranteed 5 pay 
*This chart is based on estimates.  Please consult with your Professional Advisor to learn which life insurance product is best for you.

ACKOWLEDGING YOUR GIFT

We would like to honour your donation to the Tomorrow Fund by recognizing you in our publications and invite you and your family to donor events and community activities.  This recognition will also encourage others to consider making their own gift.  

If you wish to be anonymous, we will respect your wishes to keep your intentions confidential. 

To find out more about the Tomorrow Fund visit calgaryunitedway.org/wills or contact Jenny McLeod, Planned Giving Officer, at or at (403)231-6444.

donate now banner

Your donation helps those in our community who need it most. 

Online Giving

Workplace Giving

Employee Donors who are part of a workplace campaign.

Donate Now

Community Giving

Individual Donors not affiliated with a company or workplace that runs a United Way Campaign.

Donate Now

Corporate Giving

Companies or other organizations that would like to make a gift to United Way.

Donate Now

Paper Donation Forms

We have a number of different donation and pledge forms available to best suit your organization's needs. If you require a customized donation form for your workplace, please contact your Campaign Manager.

General Donation Form - This form can be used for a donation of any amount.

Corporate Donation Form - Developed for gifts from companies, organizations and other businesses.

Leadership Giving Donation Form - Tailored for donations of $1,200 - $9,999.

Major Individual Giving Donation Form- Tailored for donations of $10,000 and over. 

Area Community Partnership Donation Form - Suited for donations to United Way's community partnerships in Chestermere, Cochrane, High River, Okotoks and Strathmore.

Leadership Donor Gifts of Securities Transfer Form – For gifts of securities between $1,200 and $9,999.

Major Donor Gifts of Securities Transfer Form - For gifts of securities over $10,000.

Pre-Authorized Debit Form - Designed to arrange monthly donations directly from your bank account.