WHAT YOU CAN DO

Leaving a Legacy

A planned gift is a very individual matter – a thoughtful commitment to the future. Many donors are interested in making sure their support continues after they are no longer making an annual contribution.

We welcome and need generous gifts that demonstrate a caring commitment to the continued health and well being of our community. Calgary needs people willing to invest in future generations.

Planned gifts often reflect a donor’s commitment to an organization, cause or issue. Anyone with assets of any size or description can make a planned gift.

You can plan to give in a number of ways:

• Bequest – you leave a portion (or all) of your estate to United Way in your will
• Securities – a highly beneficial way of giving to United Way that can result in significant tax credits to you
• Life insurance policies – donating a life insurance policy to United Way (even when not fully paid for) gives you an immediate tax benefit
• Retirement savings – transform tax liabilities into a charitable gift by donating money from your retirement funds
• Real estate – a gift of property can serve United Way in many ways
• Charitable remainder trust – this involves transferring property into a trust, all or part of which is donated to United Way following your death
• Residual interest gift – a contract where United Way receives future ownership of a valuable asset (generally real estate or art) but you maintain use of it for life
• Limited partnership interests – you can donate to United Way all or part of your interests in a limited partnership.

If you are considering a planned gift of $1,000 or more, one of our Leadership or Major Donor coordinators can advise you how your gift can make a difference – both to the community and to your estate. For information, contact:

Suite 600, 1202 Centre Street SE
Calgary, Alberta
T2G 5A5
Canada

Ph. (403) 231-6265
Fax. (403) 355-3135
E. uway@calgaryunitedway.org
Web. www.calgaryunitedway.org

United Way is a registered charity. Business Number 13022 9750 RR0001

We also encourage you to consult with your tax advisor for more information on maximizing your charitable gift or visit the Canada Revenue Agency at www.cra-arc.gc.ca/tax/charities for more information. Canada Revenue Agency publishes official Interpretation Bulletins explaining the regulations of charitable giving; they are available at no cost from any CRA Tax Office.