°µÍø³Ô¹Ï

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MRU Foundation

Planned Giving: Estate Professionals

Your Legacy, Their Future

When you choose to include °µÍø³Ô¹Ï 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 °µÍø³Ô¹Ï 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 °µÍø³Ô¹Ï.

  3. Share your generosity with us!
    Letting us know you’ve taken the generous steps of remembering °µÍø³Ô¹Ï 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 °µÍø³Ô¹Ï.

Where can I get more information?

If you would like more information about including °µÍø³Ô¹Ï 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