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Planned Giving


What is a planned gift?

A planned gift implies long-term thinking. It can be a bequest made through your will, an annuity, a trust, or as part of your life insurance planning. A legacy gift is a statement of how you wish to be remembered. Including the education of children as part of your legacy is a wonderful way to do so.

Also known as legacy gifts, they provide future support for areas of UCC most important to you, and often result in a larger gift than you thought possible.

Potential benefits:

  • Lifetime income for you or another beneficiary
  • Immediate tax relief
  • Turn low-yielding assets into a higher income stream
  • Reduce estate taxes
  • Meaningful legacy to UCC
  • Grants membership to Henry Scadding Society, which honours all planned gifts

We can help

Significant gifts, such as a bequest of life insurance, can meaningfully transform UCC’s future. But they require considerable planning. Family is involved. Advisers should be consulted. Timing and tax considerations are crucial. We can work with you, your family and advisers on a confidential basis to ensure your legacy.

Contact Jennifer Singer, senior development officer, at 416-488-1125, ext. 2234, 1-800-822-5361 or jsinger@ucc.on.ca.

 

Types of Planned Gifts

Consider these options as you plan your legacy.
 
Bequests
Made through your will, this is the most common type of planned gift. You can leave a specific sum, or property, or a percentage of your estate.
 
Life Insurance
A gift of life insurance is a simple and thoughtful way to make a gift to UCC. Insurance allows you to make a modest gift now for a significant gift in the future.
 
Charitable Gift Annuities
This is the gift that keeps on giving. Charitable gift annuities enable you to make an immediate gift to the College and receive guaranteed income for life.
 
Charitable Remainder Trusts and Gifts of Residual Interest
This gift is invested to give you ongoing income with the capital going to UCC upon death. Residual interest gifts allow you to donate an asset today, be it a residence, art, or investment property, and enjoy the use of it for the rest of your life with the gift going to UCC upon death.
 

 

Upper Canada College Student Upper Canada College Think Ahead
     
 UCC Foundation
 Strategic Plan
 Corporate Matching Gift Program

For more information about Giving to UCC contact Joanne Weedmark, Manager, Annual Fund, jweedmark@ucc.on.ca, ext. 2000
Canadian Charitable Registration # 10816 3098 RR0001