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Legacy giving

Invest in future generations with a planned gift

Leave a lasting legacy

The University of Calgary Legacy Society celebrates individuals who have included UCalgary in their estate plans. These contributions, committed today, are earmarked to support student awards and bursaries, innovative teaching and learning initiatives, and life-changing research. They also help secure the future of the institution, as well as fulfil a donor’s wish to make a lasting impact.  

Legacy gift donors are invited to join the Legacy Society and become part of a group of extraordinary visionaries and philanthropists committed to energizing our future and transforming our world — in our lifetime and beyond.

If you wish to ensure your passion and values will continue to live on and inspire future generations to come, explore the giving options below and contact us to learn more.


Legacy Stories

Alum Larry Jarrett, a spirit of generosity 

Legacy Society member Larry Jarrett, who has donated to UCalgary for more than 40 years, established an endowed student award in his family’s name.

2023 Legacy Society Dinner

The Legacy Society Event is held annually to celebrate members who support the University of Calgary through legacy giving.

Legacy Giving: "A love letter to the students"

Legacy Society member Dr. Paul Stortz created an award in memory of his late wife, renowned Werklund School of Education professor Dr. Lisa Panayotidis.

Ways to Give

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Charitable Bequests

A bequest can include cash, publicly listed securities, real estate, art, books, and jewelry. By naming the university in your will, your estate generates tax credits that may offset any taxes payable.

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Life insurance

By listing the university as a beneficiary of your life insurance proceeds, your estate will be eligible for a charitable tax receipt for the cash-surrender value of the policy and a tax receipt for any additional premium payments.

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Gifts of registered retirement assets

Registered retirement plans and company-sponsored pension plans may be among your biggest assets. By naming the University of Calgary as beneficiary of your funds, your estate will receive a tax receipt for the entire amount of the gift.

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Gifts in kind

The university receives many generous donations of books, art, equipment, software and other property, including real estate — all of which are eligible for a tax receipt for the fair market value of the gift.

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Charitable trusts

If you wish to receive tax benefits today, you can create a charitable trust agreement with funding from cash, securities or real estate. The remainder interest of the fund is donated and held in trust for the University of Calgary.

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Gifts of publicly traded securities

You can support the University of Calgary by donating publicly traded securities such as stocks, bonds, bills and mutual funds. To make a gift of shares, please click the link below to download the forms for RBC Gift of Shares or ScotiaMcLeod Gift of Shares donations.


Contact Us


General Inquiries

If you have any general inquiries or concerns, please email legacygiving@ucalgary.ca.

Connect with Us

Sherry Dahl, MBA (Fin), CFRE

Director of Development
(w) 403.210.3873
(c) 403.618.6231

sdahl@ucalgary.ca

Whitney Rosborough, B.A., MBA

Associate Director of Development
(w) 403.394.5379

whitney.rosborough@ucalgary.ca

Jessika Anderson

Legacy Advisor
(w) 403.210.8741

jessika.anderson@ucalgary.ca