Planned Giving to UTS

A planned gift is a donation that you arrange now to be realized in the future; as a testamentary legacy or at the end of a period of time. Types of planned gifts include bequests, gifts of life insurance, annuities, retirement funds and charitable remainder trusts.

Designating a gift to UTS in your will is a great way to leave a legacy, support the school and help ensure UTS’ success well into its second century. It is also a strategic way to reduce the taxes owed on your estate. Upon receipt of your gift by UTS, your estate will receive a tax receipt that can be applied to the income on your final tax return.

Select from the menu on the left to learn more about different types of planned gifts.

For more information, contact Martha Drake, Executive Director, Advancement, by e-mail at mdrake@utschools.ca or by telephone at 416-946-0097.

This information is general in nature, does not constitute legal or financial advice, and should not be relied upon as a substitute for professional advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding on your course of action.

 

 

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