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MRU Foundation

Planned Giving

Let's create your legacy.

There are many ways you can leave an planned gift to Mount Royal. Options to consider when reviewing your financial plans include:

Gift in your Will
A gift made in your Will, also known as a bequest, is one of the easiest ways to make a significant gift - perhaps larger than you ever thought possible! MRU Sample Will Wording pdf.

Gift of a Life Insurance Policy
A gift of life insurance is a smart option for those who wish to make a substantial donation at a relatively low cost. This opportunity is generally appealing to policy owners who either have an older policy that is no longer needed or want to make a large gift but have limited resources.

Gift of Securities
Publicly traded securities include shares, mutual funds and bonds that are traded on Canadian and most US stock exchanges. Federal incentives have made it very attractive to donate publicly traded securities that have appreciated in value. As a result, Canadians are no longer taxed on the capital gain accrued on gifts of publicly traded securities when the securities are donated directly to a registered charity. For more information about the gift of securities please email gos@mtroyal.ca or contact the Foundation at foundation@mtroyal.ca.

Gift of RRSP and RRIF Funds
You can make a donation of all or a portion of any remaining retirement funds upon your death by naming Mount Royal University Foundation as a beneficiary on your plan.

Gift of Real Estate or Property
Real property and land, including residential and commercial real estate, developed and undeveloped land and farmland can be donated to Mount Royal University. These gifts may be used to either enhance current programs or alternatively may be converted to cash with proceeds to be used to fund your preferred University activity.

Donor-advised Funds
You can direct your donor-advised fund to support any area at MRU by connecting with your financial advisor.

Where can I get more information?

If you would like more information about including Mount Royal University in your will and estate planning please contact:

Alison Wagg-Morrell
Senior Development Officer – Gift and Estate Planning
403.440.8649
awaggmorrell@mtroyal.ca