Your Legacy, Calgary's Bright Future
The Tomorrow Fund continues to be a testament to the generosity and community spirit of Calgarians, and I am energized by the rich and personal stories of philanthropy revealed by the legacy contributions United Way donors have made to build this fund.
Calgarians of every age and stage value the idea of planning for tomorrow, investing in our future, and seeding change in our community from which many of us may never directly reap rewards. Many Calgarians before us contributed to making our city the warm, friendly, industrious, hard-working and resilient city we enjoy today. With your contributions to the Tomorrow Fund, we too can build a bright future for the next generations of Calgarians, ensuring they have the resources and means to make this a great city for all.
Thank you for considering a future contribution to the Tomorrow Fund, and all that you do to make Calgary a great city for all, today and for the future.
President & CEO
What is the Tomorrow Fund?
The Tomorrow Fund is United Way of Calgary and Area’s legacy fund and planned giving program. Planned giving offers you another opportunity to build a charitable legacy and to create the future you want for Calgary. Planned effectively, a Tomorrow Fund gift can provide substantial financial benefits and tax savings while ensuring that the issues you care about will continue to be supported in the future. A planned gift to the Tomorrow Fund provides you with flexibility and a wide variety of options to build a lifetime of giving at United Way, ensuring you can continue to make an incredible impact and contribute to a great city for all.
Gifts to the Tomorrow Fund are invested for the long term, paying dividends in the form of community investments in local programs. A gift to the Tomorrow Fund really is the gift that keeps on giving.
The Tomorrow Fund is like a COMMUNITY SAVINGS PLAN.
The Tomorrow Fund can support you to build a powerful legacy that reflects your values and vision for the future.
$960,000 from the Tomorrow Fund will be invested in United Way’s three focus areas in 2017. Read more about the funds performance in the 2016 Tomorrow Fund Annual Report.
Download the Tomorrow Fund brochure to learn more and start planning your promise.
Your legacy gift is in good hands and will be stewarded responsibly in the community. Tomorrow Fund gifts are invested and professionally managed by Mawer Investment Management.
The Tomorrow Fund is overseen by a committee of the Board of Directors.
Adam Waterous, Chair - Waterous Energy Fund
Janet Drage, Vice-Chair - RBC Wealth Management
Why Become A Promise Donor?
Promise Donors are recognized for their commitment to give a gift in the future. We celebrate Promise Donors for their incredible foresight and generosity in Tomorrow Fund materials and at events.
Sharing your intentions and passions can inspire others to give, and will ensure we are able to honour your wishes and recognize your generosity. Your wishes to remain anonymous will also be respected.
Their Way: Bruce McFarlane and Janice Heard
Their Passion: Supporting United Way and our work in the areas of Overcoming Poverty, Successful Kids, and Strong Communities.
Their Plan: Janice and Bruce split their gift between the Community Fund and United Way’s general operating fund, investing in the community as well as in the stability of the organization. Using a joint Life Insurance policy to fund their bequest gift allowed them to plan for a considerable gift in the future. Having their life insurance proceeds flow through their estate instead of directly to United Way gives the couple total flexibility to adjust their plans as needed.
We believe that a planned gift is a very personal commitment to your community. No matter your passions, our team at United Way is here to help you define your goals and design a personalized gift plan. As always, you can count on us for proven community experience, leadership, accountability, and responsible stewardship. We can’t wait to work with you.
Start by making your promise to Calgary. Our promise to you? YOUR PASSION. YOUR PLAN. YOUR WAY.
Speak to our Planned Giving Officer
Supporting Your Passions
Legacy giving, Your way
Your passion Your gift planning starts with you, and how you want your gift to be used to benefit the community. We can help you identify impactful opportunities to meet your goals.
Your plan The Tomorrow Fund has flexible fund types and customizable giving options to ensure you can build your giving plan, your way. Speak to a financial advisor about the best giving options for you.
Their Way: Craig and Cara Senyk
Their Passion: Community-based charities and Canadian country music artists.
Their Plan: $131,000 to support the Community Fund. Craig and Cara raised the funds for their gift through their annual fundraising event, Jamboree for Charity: Two Stepping for Change.
Read the Annual report for more inspiring stories from United Way donors.
Direct your gift to where it is needed most. Community Fund gifts are invested, and portion of the income generated from the investments is distributed annually to support programs and initiatives.
Forever Fund (Endowments)
A Forever Fund gift is invested and protected so that only the earnings are used to provide stable, annual funding to the community. You can direct earnings from your Forever Fund to support programs, infrastructure, emerging needs, or a specific purpose. Naming and recognition opportunities are available.
Memorial Funds ensure your loved ones are remembered now and in the future. Establish a named fund through a single gift or through combined gifts totaling $10,000 or more. Memorial Fund gifts support the Community Fund.
A Family Fund at United Way gives your family the opportunity to customize your Tomorrow Fund investment, allowing you to create a family gift plan to help you give now with immediate tax savings and the same funding flexibility as a private foundation.
Current Family Funds held at United Way:
Robi & Teresa Contrada Family Fund
Felesky Family Fund
Ed Johnson Learning Opportunities
Kanovsky Family Foundation
Larry & Gloria Macdonald Family Fund
Pam Marks Fund
E. Jean Moir Endowed Fund
Mann Family Foundation
The Van Wielingen Family Fund
Phil & Francine Welch Fund
The Culbert Family Fund
"Philanthropy has always been important to us, and over time we have been involving our kids Sean and Lindsay in our charitable giving. We wanted to do something long term that we knew would make a real difference, and that we could do together as a family. By including our children in the work we are doing in the community and by involving them in making decisions about the causes we support, as a family we are building a legacy across generations.
In 2016, we established the Culbert Family Fund in order to realize our vision of working together with our kids to achieve the greatest possible impact with our charitable investments. Ensuring our community has the supports needed today and into the future is why we chose to create the Culbert Family Fund.
United Way provided us with the flexibility to create a fund that helps us meet our goals in the community, and ensures that our gifts are managed efficiently. They work with us to identify the greatest needs and opportunities to invest in the community, rigorously evaluate the impact of our gifts, and facilitate donations on our behalf to other organizations we support in health and education. Our partnership with United Way ensures we can focus on what matters to us: the impact of our charitable investments."
- Heather and Michael Culbert
Carol and Nolan Blades
“We have always been passionate about supporting worthy causes, especially around early learning, prevention, and financial stability. As long term contributors to United Way, we wanted to find additional ways to support the organization that serves our community so well. After careful examination, we decided to include United Way in our estate plan by purchasing a life insurance policy dedicated to the Tomorrow Fund.
This was our way of contributing to our great city, ensuring that our support for United Way will continue long term, and that our gift will make a difference in our community for years to come.”
Bequests – Leave a specific amount or portion of your estate to United Way in your Will. A gift in your Will allows you to maintain complete control, flexibility, privacy and the option to modify your gift at any time.
Cash gifts – Make an outright gift of cash to see your generosity in action today and receive immediate tax benefits.
Gifts of securities – Gift appreciated securities instead of cash. This is one of the most cost- and tax-effective ways to support your passions at United Way.
Life Insurance – Designate United Way as an owner and/or beneficiary of a personal or employer-paid policy, in whole or in part. Life insurance may allow you to make a more significant gift than a traditional cash legacy gift.
Retirement assets – Name United Way as a beneficiary of your qualified retirement plan. This option can offer you tax savings on capital gains of retirement assets you may not need, while simultaneously allowing you to make a transformational gift.
Gifts of property – Donate real estate and land, with the option of retaining use of the property during your lifetime. Like other appreciated assets, gifts of property to United Way can help to reduce or eliminate capital gains taxes.
Learn more at an estate planning seminar:
Will Planning Guide
If you need help on how to get started, including a gift to the Tomorrow Fund, please see our Will Planning Guide.
2016 Promise Donors
We celebrate the following donors, who are transforming our city with the promise of a future gift:
Harold & Betty Allsopp
R.W. “Bill” Andrew
Susan L. Arnison
Henry & Janet Assen
Brent & Marie Austin
Ravi Bale Family
J. A. Banister
Ash & Kanchan Bhasin
Nolan & Carol Blades
Scott Burns & Tracy Wright
David & Kathryn Carey
Mary & Liam Christie
D. Madge Clarke
Earle W. Clarke
Marcel Coutu & Anne Maxwell
Mark A. Dahlman
Barb, Mick, Stefan & Isabel Dilger
C. Wallace Drew
Ellen M. & Frank G. Dungen
Bruce E. Edgelow
Andrew Evans & Janice LeDrew
E. Susan & Phil Evans
Patricia & George Fink
Robert & Angelique Fitzmartyn
Tom & Jennifer Foss
Murray & Elaine Frame
Patricia & Lorne Gordon
Donald G. Gow & Lorna Earl
Ralph P Haist
Karen & Doug Haughey
Gordon & Rikki Haynes
Evan J. Hazell
Christine & Lee Horne
Randy & Anne Karren
Irv & Maureen Koop
John & Sheilagh Langille
Pamela Lawrence & Dan Agapi
Nancy Lever & Alex Pochmursky
Bruce Lukey & Susan Bauerfind
Larry & Gloria Macdonald
John W. Masters & Carol J. Larsen
R. Bruce McFarlane & Janice C. Heard
Neil McIntyre & Kay Greenhorn
Bob & Patti McKendrick
Denise & Shane McMullen
Michele & Bob Michaleski
Graydon & Dorothy Morrison
S. D. Nickle Trust
Dick & Beth Olver
Ron & Karen Parent
Harry Rex Patching
Brian & Susan Petersen
Bill & Maggie Pringle
Brian Prokop & Kathryn Nunn
Ruth & Garry Ramsden-Wood
Gordon M. Ritchie
Bill & Lavina Roberts
Brent & Gail Shervey
Don & Susie Smith
Roc & Lori Spence
Margaret & Andrew Stephens Family Foundation
Susan Swan & Paul Moore
Jill & Russ Tynan
Nollind & Teresa van Bryce
Mac & Susan Van Wielingen
Erin Barr & Jeremy Wallis
Phil & Francine Welch
Kent & Denise Wilfur
Laurel A. Wood
Ray & Agnes Woods
Lorenia & David Wozney
19 Anonymous Promise Donors