Planned giving

photo of the MilnesPlanned 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, you are encouraged to contact our planned giving staff to learn more about the benefits and resources available to you, including the 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.


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.


The new Waterloo Wellington - Charitable Directory is here! (PDF)

Exchange magazine cover


Take a look at our Planned Giving Brochure (PDF)

planned giving brochure cover


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.

David Fox

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.