Flower on campus
 

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


Keith Masterman

What happens to your estate when you don't have a Will?

Waterloo alum and estate-planning lawyer Keith Masterman (BA ’84) tells us in The importance of having a Will

 

 

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.

 

Types of planned gifts

 

 
 

Documents and links

Questions? We can help

Joanne Stewart

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 Joanne Stewart

 

Looking for an easy way to keep track of your important personal documents and information in one place?

Just fill in the Personal Information Record (fillable PDF) online and print it off to store in a safe place for your loved ones.


Take a look at our Planned Giving Brochure (PDF)


Multiplying makes a difference

As a retired high school math and computer science teacher, David Fox (BMath '75) can speak to the value of a great education. Read how his bequest will make a difference that will multiply and divide in perpetuity.

Read David's story


Learn about the LEAVE A LEGACY™ national public awareness program

Visit the LEAVE A LEGACY™ website.


Learn about the tax advantages of a planned gift

Visit the Canada Revenue Agency website.