Make a gift plan
Giving to 蹤獲弝け Allison through your estate is an extraordinary opportunity to support future generations and ensure your passion for education and the 蹤獲弝け Allison community lives on.
Types of legacy gifts
Bequests
Arranging a gift in your will is the simplest legacy gift to implement. You can give a specific sum of money, property, or a percentage or all the residue of your estate.
A bequest may be right for you if:
- You would like to make a gift to 蹤獲弝け Allison you could not otherwise make
- You want to avoid unnecessary taxes on your estate
Stocks and securities
Your gift can be in the form of shares, bonds, or mutual funds. Donations of stock will be receipted for the fully appreciated value of the shares on the date they are received. A gift of stock may be right for you if you would like to reduce or eliminate capital gains taxes on well-performing investments. For details on the tax advantages, visit the .
Life insurance
Donating life insurance to 蹤獲弝け Allison transforms affordable premium payments into a substantial future donation. Donors can often make a larger gift than they ever thought possible.
You can:
- Name 蹤獲弝け Allison University as the beneficiary on your policy and the pay簫ments are considered a donation in the year of death, qualifying for a tax credit that can offset the income tax liability on your estate.
- Name 蹤獲弝け Allison University as the owner of an existing or new life insurance policy and you receive an official tax receipt for any cash value present at the time the donation is made on a paid-up policy. This provides an immediate tax benefit while you are living.
A life insurance policy may be right for you if:
- You are eligible for low premiums
- You prefer to pay monthly premiums resulting in a large gift several years from now
- You already own a policy and can make 蹤獲弝け Allison a beneficiary and have other estate plans to support your family
RRSPs/RRIFs
蹤獲弝け Allison University can be named as a direct beneficiary of your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF). This can generate a charitable tax receipt to offset taxes that become due in the year of death, when remaining funds in most RRSPs/RRIFs become fully taxable as income.
Make an immediate and future impact:
If you find you do not need the required annual withdrawal from your RRIF, you can donate this annual amount to have an immediate impact on students and offset taxes.
Legacy gift options
- Designate your legacy gift to meet a personal philanthropic interest such as scholarships, bursaries, academic department, the library, or athletics. Many donors will explore ways to begin their giving now and see its impacts, while also arranging a gift by will. For example, creating a scholarship during their lifetime and arranging a bequest to grow their scholarship fund in the future.
- An unrestricted gift helps 蹤獲弝け Allison plan for the future and and meet the most immediate needs and priorities of the University at the time of the gift's realization.
Next steps
Estate planning is a deeply personal decision. Our University is honoured you are considering this type of future investment. Contact 蹤獲弝け Allison's Development Office at 506-364-2259 or email donate@mta.ca for more information. You can also use our Legacy Gift Intention Confirmation form (pdf).
Sharing details of your legacy intention with the University helps ensure the future use of your gift reflects your interests and preferences. Our development officers will assist you as you consider your legacy and the impact you want to have on future generations.
Legacy Giving Society
The Legacy Giving Society recognizes and celebrates the visionary philanthropy displayed by friends and alumni who have confirmed that 蹤獲弝け Allison is part of their estate plans. Members receive special communications and invitations to select donor gatherings.
蹤獲弝け Allison has done an amazing job in supporting us in our charitable giving. We genuinely feel that our gifts are appreciated and are making a difference. - Catherine Fraser ('80)
Meet the Fraser family.
"蹤獲弝け Allison has been a part of my life for as long as I remember. From learning to swim in the pool, to discovering a love of art at the Owens, to playing in music festivals at Brunton. My mom is a member of the classes of 1980 and 1982. I graduated from 蹤獲弝け Allison in 2012, and am now a proud employee, serving as the director of development and working with individuals and families on their philanthropic goals.
"I grew up in a family that was really community minded, and I learned the importance of sharing your time, talents, and treasure first-hand. I am honoured to work with others on their giving goals and am proud to be a donor myself, including making 蹤獲弝け Allison a beneficiary in my estate plans." - Marcie Meekins ('12)
I want to give others the opportunity to have the kind of productive, happy, engaging experience I had as a university student, so my alma mater was the obvious choice of where to leave my gift. - Michael Mohammed ('03)
"I was so pleased that everything came together so quickly after my original correspondence with the University and that I am able to experience the impacts of my giving." - Bob Stallworthy ('72)
Learn how Bob Stallworthy is leaving a legacy and supporting future writers.
A history of legacy giving
Acts of extraordinary philanthropy are woven throughout 蹤獲弝け Allison's history. They have funded scholarships, bursaries, learning supports, student health and wellness, experiential learning and research initiatives, facilities, and much more. And our community's history of giving goes right back to University founder Charles Frederick Allison and even a few generations more...
The Allison family's legacy, and the beginning of our University
蹤獲弝け Allison is a university built on philanthropy. The Universitys founder, Charles Fredrick Allison, donated influence, money, land, and his estate toward building the school.
Although founded in 1839, 蹤獲弝け Allisons history actually begins in 18th century Ireland with five spoons. The spoons belonged to Joseph Allison, grandfather of Charles Fredrick Allison. When the landlords agent came to collect the familys rent, he said if the family could afford silver on the table, they could afford more rent. Joseph Allison said he would rather emigrate than pay more. He packed up his family and left for America. After shipwrecking on Sable Island, the family was rescued and brought to Halifax. The spoons survived the perilous journey and today are housed in 蹤獲弝け Allisons Ralph Pickard Bell Library.
"When we first talked about giving in this way, it sparked a lot of memories for me, of my time at 蹤獲弝け Allison and the impact it had on both of us and our families. 蹤獲弝け A really laid the foundation for us. It's worthwhile for all alumni to take some time to reflect on their experiences and consider what they might do to pass this on to others." - Maura Hunter
Contact our Development Team and honour your meaningful 蹤獲弝け A moments with a gift that lives through time.