Information about gift planning
Planned giving, also refered to as legacy giving, can provide significant financial support to the university, while meeting the donor’s philanthropic objectives. Planned giving can offer significant tax benefits and allows the donor to maintain financial security.
It is our primary purpose to ensure that each gift is managed and administered according to the donor's wishes. In consultation with our donors, we develop terms of reference that ensure the spirit and intent of the gift. We will work closely with donors and their legal and/or financial advisors to structure the donation to the greatest benefit of the donor. Donors who inform us that they have included the University in their estate plan can be recognized through our “T.S. McPherson Legacy Society”.
Planned gifts include both current and deferred gifts. A current gift allows the donor to witness the results of their contributions and receive the immediate tax savings which is why current gifts have become an important part of charitable giving. A deferred gift is the process of making arrangements to provide a future and lasting gift. Gifts of this type can involve the use of financial or legal instruments such as wills, life insurance, endowments, and trusts. Such gifts may also include:
Most Gifts-in-kind are given to the Library or Maltwood Gallery. Donations of books, manuscripts, works of art and collections have added tremendously to the University of Victoria's cultural and educational resources, and wherever possible, are accessible to the public in our libraries or galleries on campus and downtown. Gifts in kind can also include also electronic equipment, lab equipment, or other items that are needed by the university. A tax receipt is given for the fair market value of a gift-in-kind.
For more information about Gifts-In-Kind please review this fact sheet.
For gifts-in-kind to the library, please visit the Library.
For gifts-in-kind to the Maltwood Gallery, please contact Martin Segger, 250-721-8298, email: firstname.lastname@example.org.
There are many opportunities and tax advantages for you to give an art collection or your home to the University now, and continue to enjoy the use of the property for life. A gift of a residual interest in property is actually a gift of future interest, where you (the donor) retain a present interest.
For more information about Gifts of Residual Interest, please review this fact sheet.
The Planned Giving office at the University of Victoria will be pleased to assist you with your estate and gift planning goals. All enquiries are kept strictly confidential.
Ms. Deborah Walker
Planned Giving Officer Phone: 250-721-8967