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MRU Foundation

Planned Giving

Your Legacy, Their Future

When you choose to include Mount Royal University in your estate plans, you ensure a transformational undergraduate education experience for our students, resulting in generations of impact. Your generosity can also result in significant tax benefits, making it a thoughtful and inspiring way to support the leaders of tomorrow while benefiting your estate and beloved beneficiaries.

Join us in creating a legacy designed around what matters to you. We invite you to explore the opportunities below and contact us to learn more.

Creating your legacy at Mount Royal University in three simple steps:

  1. Ask for Advice
    Determine if giving to Mount Royal is the right decision for you. Discuss your decision with your family. Ask your financial advisor whether to give a specific amount, a percentage, or the residue of your estate.

  2. Talk to your Lawyer
    Direct your lawyer to add a clause in your will or add a codicil to your existing will that establishes your bequest gift to the Mount Royal University.

  3. Share your generosity with us!
    Letting us know you’ve taken the generous steps of remembering Mount Royal University in your will is always up to you but we would love to be able to show our gratitude, confirm your wishes and keep you updated on Mount Royal University.

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



The Impact of a gift

 

1910 Legacy Society

Created as a way to thank and celebrate those who have included Mount Royal in their estate plans.

Learn More

 

 

 

PLANNED GIVING BROCHURE

Resourceful donors often find that the flexibility of a planned gift enables them to make a larger gift than they thought affordable achieving their philanthropic goals along with their personal goals. 

read the Brochure