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Giving to the University of Ottawa

What is Planned Giving?

Planned Giving is simply gift planning. It is the process of designing charitable gifts so that the donor realizes philanthropic objectives while maximizing tax and other financial benefits. Any gift of significant size made with forethought about the benefit to the charity and the financial implications to the donor and the donor’s family is a planned gift.

Planned giving allows you to accomplish the following:

• optimize your gift’s long-term impact
• give you greater tax benefits
• control your personal financial security

Planned gifts include the following contribution methods:

• immediate donations of cash or securities
• deferred gifts like bequests or life insurance

Planned gifts can be unrestricted gifts, which allow the University to use your donation where it believes the need is greatest, or can be designated towards:

• the creation of a scholarship (or towards an existing one)
• a research program or a project
• a faculty or department of your choice
• establishing an endowed fund in honour of a family member or someone dear to you

The information provided on the following sheets refers to charitable gifts made in Canada by Canadian residents. If you are residing in the United States, we recommend that you consult the document entitled: Charitable Gifts from the United States to the University of Ottawa or contact Maurice Prevost for more information.

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