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.
Charitable Giving Options:
- Bequests: Gifts Made Through your Will
- Life Insurance Policy
- 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.