Gift and Estate Planning

Vancouver Campus
500 - 5950 University Boulevard
Vancouver, BC, Canada V6T 1Z3
Fax: 604.822.8151

Okanagan Campus
3333 University Way
Kelowna, BC, Canada V1V 1V7
Fax: 250.807.9211

heritage.circle@ubc.ca

Whether you are considering a gift through your estate or a gift of assets today, UBC’s Gift and Estate Planning team can help you meet your philanthropic goals in the most tax effective way. Types of planned gifts include:

PLANS FROM YOUR ESTATE
Bequest: A bequest to the University can be made by including UBC in your will or trust.

Beneficiary designation: You can name UBC as the beneficiary of a portion or all of a life insurance policy, RRSP or RRIF.

Gift of future interest in real estate: You can contribute your residence, vacation home, or other real estate to UBC and continue to occupy and use the donated property for life. During your lifetime(s), you will be treated as the owner(s) of the property but you will qualify for an immediate tax deduction.

PLANS THAT PAY YOU INCOME
With planning, you can receive an immediate tax benefits and provide yourself or another with an annual income for life, while supporting UBC in a way that is meaningful to you. Charitable Remainder Trusts and Charitable Gift Annuities are types of gifts that pay you income.

GIFTS UBC CAN USE TODAY
Gifts of publicly-traded securities, real estate, private company shares, and other valuable, useful, or historically significant personal property offer you immediate tax benefits while allowing you to support current programs, establish or add to an endowment, or provide funding for capital improvements.

Please contact us to learn more.