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