The legacy of Glendon donors making an impact that will last for generations to come:
Planned Giving
A legacy or planned gift allows you to make a tremendous impact with a strategic charitable donation through your financial and estate plans. The gift, usually available to the university in the future, enables you to create your own personal legacy at Glendon or honour someone special to you.
For many donors, making a legacy gift is a thoughtful way to make a significant future contribution to the University and its students, while maintaining financial security for themselves and their family during their lifetime.
How to make a transformative difference
A bequest is the most common way to make a truly meaningful contribution. As a deferred gift, a bequest has no impact on your current lifestyle. At the same time, it provides you with an opportunity to make a much larger gift than you might have imagined possible.
A bequest can be structured in a variety of ways and may provide a significant tax advantage for your estate. Once realized, your bequest can be put to use immediately or endowed in perpetuity to support an area of interest to you. In some cases, you have the option to name your fund.
The sample wording below can be used if you desire to include Glendon in your will:
“I give and bequeath to York University*, 4700 Keele Street, Toronto, Ontario, M3J 1P3, Canada <the sum of $____OR ____% OR the residue> of my estate to be used for Glendon College.”
By letting us know of your intention to include Glendon in your estate plans, you will become a lifetime member of our White Rose Legacy Circle. Benefits include annual public recognition of your bequest (with your written permission) and invitations to special events.
A gift of life insurance is an exciting and powerful way for anyone to have a transformative impact without having to make changes to their current lifestyle. The various ways of making a gift of life insurance include:
- transferring ownership of a new or existing policy (fully paid or with premiums owing) to York
- retaining ownership and naming York as a beneficiary of a new or existing policy
- naming your estate as beneficiary of an insurance policy with a corresponding bequest to York
Check with your legal or financial advisor about whether or not this giving option is right for you.
For more information, contact our development team at legacy@yorku.ca or 416-650-8221.
Imagine a giving option that provides financial support for you now, while leaving a legacy that will transform lives, shape futures and benefit York for years to come. If this sounds right for you, consider exploring annuities with your legal or financial advisor and with York.
For more information, contact our development team at legacy@yorku.ca or 416-650-8221
A charitable remainder trust allows you to support York’s vibrant and promising future while receiving an immediate tax receipt, among other unique benefits.
Trusts can be established to provide income to family members during their lifetimes. The principal can be designated to be passed to York upon dissolution of the trust. Depending on how the trust is structured, you or your estate may receive a charitable donation receipt.
Check with your legal or financial advisor about whether or not this giving option is right for you.
For more information, contact our development team at legacy@yorku.ca or 416-650-8221
A gift of securities is a great way to support and encourage York’s dedication to innovation, student support, cutting edge research and enhanced infrastructure. Gifts of publicly traded appreciated securities, including stocks, bonds and mutual funds, made directly to York, may provide important tax advantages for donors.
For more information about giving through stocks and other securities, visit: https://www.yorku.ca/alumniandfriends/give/
For information on the Impact your planned gift could have, contact
Mireille Millette, CFRE
Director, Advancement & Alumni Relations
Telephone: 416-487-6801
Email: mireille.millette@glendon.yorku.ca
For more information on structuring your planned gift, contact
Marisa Barlas
Senior Development Officer, Gift Planning
Telephone: 416-650-8221
Email: legacy@yorku.ca
The planned giving information provided on these web pages is based on Canadian regulations and is general in nature. It does not constitute legal or financial advice and should not be relied upon as a substitute for professional advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action. We also encourage you to inform the Gift Planning staff in York University’s Division of Advancement of your future intention to ensure your wishes are consistent with the mission and values of the University and that your intentions can be honoured in future.
For the purpose of legal documents, including wills, our official name is “York University”.
Charitable Registration Number / BN: 11930 6736 RR0001
