Gift Planning | Alumni | University of Guelph
  • Leave your legacy for
    a better world
    We would love to help you with your
    gift planning!

 

Gift planning helps to ensure that the legacy you leave behind propels the causes you care about forward.

You may consider noting the University as a beneficiary in your Will, life insurance policy, or retirement assets. You can also purchase a charitable gift annuity that benefits the University. You may find the materials below helpful as you make your plans:

Please contact Jayne Whitfield at 519-824-4120 ext 56196 or whitfiej@uoguelph.ca for more information about any of these options. Jayne would be delighted to discuss creating a meaningful legacy for you at U of G.

 

 

Meet the Gift Planning Team

We'd love to hear from you, please reach out if you have any questions.

Amy Atkinson
Director, Major Gift Advancement

519-824-4120 ext. 52614

Kate Tschirhart
Gift Planning Officer

519-824-4120 ext. 53420

Jayne Whitfield
Manager, Gift Planning

519-824-4120 ext. 56196

Gift Planning FAQs

Select a question below to find the answer

A gift in the form of a bequest, insurance, or annuity allows you to make a significant gift from your estate rather than your current income. Your gift provides a meaningful benefit to the University, while creating tax benefits for you or your heirs.

You can also establish an endowment through an estate gift to provide long-term support for the University. The endowment could be named according to your wishes to provide enduring recognition for your estate gift.

We most certainly need help today and are grateful to those who give gifts in their lifetime. Many people find that they can make a larger gift through their estate plans than otherwise would be possible during their lifetime.

Later in life, many people have equity tied up in their home or want to make sure that there is enough money available for unforeseen circumstances such as the need for long-term care. By leaving a percentage of your total estate to a charity, you continue to protect your assets during your lifetime.

While government funding is important, it does not cover everything. Gifts in estate plans have enabled the University of Guelph to recruit and retain world-class faculty and researchers, develop infrastructure, and support scholarships to lessen the financial burden for those brightest students and/or those in financial need.

Many people find that they have enough in their estate to care for family members and allocate a share of their estate to causes that are most important to them.

You can direct your estate gift to support a particular area that is close to your heart, or to the University's highest priority. We would be happy to work with you to determine a direction for your estate gift that is most meaningful for you.

You may hold several causes close to your heart and you might want to remember more than one of them in your estate plans. This is entirely possible.

We understand that your situation could change. You can modify a gift in your will at any time. Your will always stays in your control. It is important, however, to keep your will up-to-date so that it best reflects your wishes. This may provide you with peace of mind that everyone and everything you care about will be looked after.

We recommend that you talk with your lawyer about the best way to make sure that you will reflects your wishes.

The J.D. MacLachlan Society recognizes friends and alumni who have confirmed a gift to support the University in the future through a bequest, a gift of insurance, annuity or other means.

The J.D. MacLachlan Society is named in honour of the first president of the University of Guelph. An outstanding teacher and research scientist, Dr. MacLachlan was a visionary who played a central role in the creation of the University in 1964. The J. D. MacLachlan Society honours his legacy, and recognizes the leadership of people who demonstrate their commitment to the future of the University of Guelph through a gift in their estate.

As a member of the J.D. MacLachlan Society, you will receive invitations to a number of annual events at the University, including the President’s Open House. You will also receive University publications such as Portico and the President’s Report.

For more information, please email bequests@uoguelph.ca or call 519-824-4120 ext. 56196.

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Alumni Affairs and Development builds lifelong relationships with alumni, parents, staff, faculty and friends of the University of Guelph. We raise funds to support the University and advance its mission to improve life.

Charitable Registration Number:
10816 1829 RR 0001

 

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