Legacy and Planned Gifts

Your Passion, Your Plan, Your Way

Planned gifts offer you another opportunity to build a charitable legacy and to create the future you want for Calgary. 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.

 

GIFT OPTIONS

Making a Gift Today

Cash Gifts

Make an outright gift of cash to see your generosity in action today and receive immediate tax benefits.

Gifts of Securities

Give appreciated securities instead of cash gifts. This is one of the most cost and tax-effective ways to champion the passions you care about, supported by United Way.

 

Craig and Cara Senyk

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.  

 

Gifts for Tomorrow 

Bequests

Designate a specific gift or a portion of your estate to the Tomorrow Fund. If you wish to direct your gift towards a particular purpose, your will should include this information. Please consider discussing this with us in advance so we are able to honour your wishes. 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. Our Planned Giving Officer would be happy to discuss the benefits of either.

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.

 

Carol and Nolan Blades

Their Way: Carol and Nolan Blades

Their Passion:

“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.

Their Plan:

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.”

 

Memorial Gifts

Make a tribute gift in honour of your loved one to continue their legacy in the community. Contact our Planned Giving Officer.

Becoming a Promise Donor?

Promise Donors have pledged a gift through bequest, life insurance, or other gifts to be realized in the future. We celebrate Promise Donors in Tomorrow Fund materials and at events for their incredible foresight and generosity.

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.

View our 2017 Promise Donors

Find out more.

 

Tomorrow Fund Declaration of Intent

Will Planning Guide

 

Contact our Planned Giving Officer about ways to become a Promise Donor or to request information from our Planned Giving Team on an upcoming United Way Estate Planning Seminar.

Email:
Telephone: 403-231-6444


 investment levels

Core Giving

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

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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.

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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.

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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.

Professional Advisors

Professional Advisors Toolkit

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.

 







Contact our Planned Giving Officer for more information.

Email:
Telephone: 403-231-6444

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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

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

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Tax Credits

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

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Your Impact

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

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Core Giving

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

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Leadership Giving

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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

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

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Planned Giving (Tomorrow Fund)

Planned Giving

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

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Gift of Securities

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

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Sponsorship

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

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