Planned Giving

Estate gifts help Brock Unviersity plan for the future and allows your generosity to be recognized during your lifetime.

Creating your Brock legacy

If you wish to leave a legacy through an estate gift, we would welcome the opportunity to consult with you and your advisers so that your philanthropic goals and the impact at Brock’s can be considered.

Estate giving is the process of making a charitable gift as part of your financial or estate plans.

An estate gift allows you to defer your gift which gives you the opportunity to provide a significant gift, without impacting your existing finances or lifestyle.

Your gift can be tailored to fit your interests.  You can give to the area of your choosing – from athletics, capital, equipment, support research or student awards.

Creating your Lasting Legacy

Donors who have remembered Brock University in their will are supporting the University in many ways; by enhancing our student experience, improving our student learning environment and empowering educators, researchers and innovators.

Your gift will ensure a standard of excellence at Brock University for further generations.

The Major-General’s Legacy Circle recognizes and honours those friends of Brock University who have made a commitment to the future of this institution by including Brock in their estate plans.

As a member of the Major-General’s Legacy Circle, you will:

  • Be invited to an annual celebration recognizing those who have made a provision for a gift to Brock in their will
  • Be invited to various university events including student performances, lectures and other donor recognition events
  • Be recognized in our annual report and on our donor wall

Please contact us if you have already made plans in your will so that we can ensure to include you in our Major-General’s Legacy Circle and appropriately recognize your support of and commitment to Brock.

Ways to give

Let our estate giving team help you discover what best suits your needs. We also suggest that you contact an advisor to help you with your decision.

The most common and often simplest way to make an estate gift is a charitable bequest – or a gift made through a will. A bequest in a will may specify a certain sum of money, a particular asset, or a portion of the estate, to be donated to Brock University.

With a gift of life insurance, a donor can give a significant future gift and create a charitable legacy – ensuring their support continues even after death. Not only does Brock University benefit, but the donor or their estate receives sizable tax savings either during their lifetime or thereafter, depending on how the arrangement is structured.

By leaving a gift of securities in your will, you will be able to take advantage of generous tax incentives for gifts of publicly traded securities. There are no capital gains taxes on gifts of publicly traded securities to public charities. To benefit from this tax incentive, you would have to transfer the ownership of the securities to Brock University rather than selling the securities and donating the proceeds.

Remaining funds in a donor’s RRSP and RRIF can be gifted to Brock by naming the University as the beneficiary of the plan. Upon your passing, the University will receive the proceeds and your estate will receive the charitable tax receipt.

Please contact Tracy Geoffroy for more information or to request a will kit at 905 688 5550 x 4519 or tgeoffroy@brocku.ca

To review a sample will clause please click here