Planned Giving

Planned Giving

Did You Know:

In May 2006 the Federal government removed the obligation to pay capital gains tax on donations of marketable securities to charities. Gifts of marketable securities (stocks, mutual funds) receive the benefit of a charitable tax receipt for the fair market value of the security without the requirement to pay tax on the capital gain. The elimination of the capital gains tax creates many opportunities and advantages for donations of stocks rather than cash, whether for a gift today or as part of an estate plan.

Planning is such a major part of our lives. We plan for our daily activities, upcoming events in our personal or professional lives and unexpected situations. Planning is both prudent and responsible.

Planning is also a thoughtful and important way of approaching our charitable giving. Planning gifts to charity through a gift in your will or through life insurance ensures that the causes and organizations that you have deemed important during your lifetime continue to benefit from your support in perpetuity. There may also be tax benefits and implications that are important considerations for your family and heirs, both now and in the future.

There are many options available to you which can help to meet your philanthropic goals today and possibly provide you and your estate considerable tax savings in the future.

Such options include gifts through:

Your commitment to excellence in education can continue with a gift that is planned today to prepare for the future. Please consider discussing with your financial advisors today, how you can plan to maintain your legacy and commitment to Algoma University.

For more information about planning a gift to Algoma University, please click here.

 

Information Request

A bequest or planned gift is a thoughtful way of approaching your support for Algoma University and future generations of students. Please click here to take a moment to download and complete this confidential form and return it to us.

 

Donate Now

Donate Now You can invest right now in the future of your community by contributing to The Algoma University Foundation through a secure, online transaction at Canada Helps.