A planned gift to Waterloo can offer a special opportunity for you to demonstrate leadership, achieve your philanthropic and financial goals, and lower your personal income and estate taxes.
Charity/BN Registration # 119260685 RR0001
Legal name: University of Waterloo
Address: 200 University Ave. W., Waterloo, ON, Canada N2L 3G1
Contact: plannedgiving@uwaterloo.ca
Read all about it:
Look inside to learn how your planned gift to UWaterloo can benefit generations of students to come.
Waterloo alum and estate-planning lawyer Keith Masterman (BA ’84) has expert advice on The importance of having a Will and How does charitable giving affect your taxes?
Leaving a legacy
A gift in your will becomes part of your life story. Karen Wilkinson (BA ’90, MAcc ’90) is a proud alumnus of the University of Waterloo. To help future students, she included a gift to Waterloo in her will. Through her estate, Karen will provide resources for generations to come and create a legacy of giving.
Documents and links
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The Government of Canada offers information on will preparation by province, finding a lawyer by area, and tips on safety
- Learn about the tax advantages of charitable gifts
- Print off the Personal Information Record to keep track of your important documents (PDF)
Questions? We can help
Planning to include the University of Waterloo in your estate? Want to learn more about the benefits and resources available to you, including tax benefits and membership in the Laurel Society?
Contact Dipali Batabyal
