Helping to plan a gift

Professional advisors, such as lawyers and financial planners, play an important role in liaising between their clients (the donor) and the University of Calgary’s Development Office. We believe consultation with professional advisors is an integral step in any gift planning process and it is one that we strongly recommend to all our donors.

We have a number of  specialized resources for professional advisors.

You may be looking for suggested wording for a client’s will, a sample trust agreement or tips on how to help your client make a gift of shares.

You can also find information on how to create a student scholarship or bursary.

If you have a specific question about gift planning, see our frequently asked questions.

Sign our Guestbook to receive more information on gift planning at the university.

We encourage you to contact us early in the gift planning process. Early communication ensures that your client’s wishes are clear and feasible, and it gives us the opportunity to recognize your client’s thoughtfulness and generosity in an appropriate and timely manner.

For more information on planned giving, contact:

Sherry Dahl
Director of Development , Legacy Giving & Major Gifts
(403) 210-3873
sdahl@ucalgary.ca

 

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