Planned giving

photo of the Milnes

Planned giving can mean leaving a legacy for the future of the University.

It provides individuals with a special opportunity to demonstrate leadership - with an investment to support outstanding students, teaching, and research.

A planned gift helps you:

  • achieve your philanthropic goal of providing support for Waterloo
  • meet your personal and financial objectives
  • lower income and estate taxes

Learn about the types of planned gifts.

Planning to include the University of Waterloo in your estate?  If so, we encourage you to contact our planned giving staff to learn more about the benefits and resources available to you, including tax benefits and membership in the Laurel Society.

Professor Dave Vert shares his thoughts on supporting Waterloo through a planned gift.

For more information, contact Joanne Stewart or Sharon McKay-Todd

Exchange Magazine Charitable Guide 2018

Read our Planned Giving brochure (PDF)

Learn about the LEAVE A LEGACY™ national program

Learn the tax advantages of a planned gift: Canada Revenue Agency

Want to keep track of your important personal documents and information all in one place?: Fill out the Personal Information Record (fillable PDF) online and print it off to store in a safe place for your loved ones.