Bequests and Planned Gifts

The gift of a lifetime

McGill University owes its very existence to the foresight of a generous planned gift. The University was founded in 1821 with a bequest from the estate of Scottish-born Montreal merchant James McGill. McGill has since grown from a small college to one of the world’s leading research and teaching universities, thanks to the extraordinary legacy of many generations of supporters.

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A lasting legacy at McGill

A planned gift can help you achieve your tax and financial goals, as well as your philanthropic goals, and it can help you make a much larger gift than otherwise possible. Your gift can provide direct funding, or it can establish an endowment, for the faculty, school or department of your choice. You may also make your gift in honour or in memory of a special person in your life. With a little planning, you can create a truly lasting legacy for generations to come.

What is a planned gift?

A planned gift is a charitable donation which can be arranged during your lifetime, but is not available to the University until sometime in the future. The most common type of planned gift is a bequest, but there are many giving vehicles:

 

Planning for the future

Have you included McGill in your estate plans? If so, we invite you to complete the “My Gift for Future Generations” letter and return it to the Bequests & Planned Gifts Office. This document ensures that your wishes are fulfilled and that your gift is used as you have specified. You may direct your gift to support a specific faculty, school or department, or any other areas of your choice, such as scholarships, professorships, research and libraries. Unrestricted gifts are used by the University to address its most pressing needs at the time of receipt. We hope you will take a moment to complete this form and return it to us.

Mission Statement

To promote and enhance the endowment of the institution through the stewardship of our students, alumni, staff, faculty and friends and to promote donor engagement through a comprehensive awareness program and a development focused training program. The intent is to ultimately secure charitable lifetime gifts and bequests, the permanent benefits of which will serve to preserve our legacy of excellence and advance knowledge, propel research and serve the community for generations to come.

Contact us

The staff of McGill’s Bequests and Planned Gifts Office will be pleased to assist you and your legal/financial counsel in creating your gift of a lifetime. Please contact us at 514-398-3560 or 1-800-567-5175, by plannedgifts [dot] dev [at] mcgill [dot] ca (email), or by completing our contact form.

 

Disclaimer
The information presented here is of a general nature and is not intended to constitute advice to any particular person. Please consult your income tax, financial and/or legal advisors before considering or arranging a planned gift. All requests for information are confidential, and will not obligate the requestor to make a planned gift.