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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.

Meet the inspiration behind RESTORE Network

Edith Rodie left $4.7 million to the University of Calgary to support rehabilitative research, in part through the Calgary Health Foundation.

Art by Amanda Fisher, Cumming School of Medicine

Edith Rodie left $4.7 million to the University of Calgary to support rehabilitative research, in part through the Calgary Health Foundation.

Learn more

Alum Larry Jarrett, a spirit of generosity

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

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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

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

  1. Sherry Dahl, MBA (Fin), CFRE

    Director of Development
    (w) 403.210.3873
    (c) 403.618.6231

  2. Whitney Rosborough, B.A., MBA

    Associate Director of Development
    (w) 403.394.5379

  3. Jessika Anderson

    Legacy Advisor
    (w) 403.210.8741