Planned giving. We can plan on it together.

Your legacy can transform lives at Brock University for generations to come. With nearly 19,000 students striving for excellence, your planned gift ensures they have the resources, support, and opportunities to thrive.

By including Brock in your will, you create a lasting impact—empowering students, advancing research, and strengthening our vibrant community. Planned giving allows you to align your philanthropic vision with your financial goals, offering potential tax benefits while making a meaningful difference.

Join a tradition of generosity that shapes the future. Your legacy starts here.

What are the benefits?

  • You can direct your support to the area that is most meaningful for you – from athletics, capital, equipment, research support or student awards
  • A planned gift can be changed if your personal or financial circumstances change
  • Leaving a planned gift gives you the ability to make a larger gift and leave a legacy
  • There is potential to lessen the tax burden on your estate and reduce tax on capital gains
  • By making a planned gift, you will become a member of Brock’s Major-General Legacy Circle

Join the Major-General’s Legacy Circle

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 various university events including student performances, lectures and other donor recognition events
  • Be recognized on our donor wall

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 using an affordable life insurance policy, while benefiting valuable tax benefits. Giving life insurance is perfect for donors who do not have the financial resources to give a large gift during their lifetime but would like to leave a sizeable gift in their legacy.

By leaving a gift of securities in your will, you will benefit from generous tax incentives for gifts of publicly traded securities as there are no capital gains taxes on gifts of publicly traded securities to public charities. To benefit from this tax incentive, the ownership of the securities themselves would be transferred 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. This provides a tax-smart and effective way to transform assets into support.

Planning next steps

To learn more about leaving a gift in your will or explore other planned giving options, please contact our team at [email protected] or at 905-688-5550 x4190.

If you’ve already included us in your will or estate plans, kindly inform us. Your notification will assist us in future planning and enable us to acknowledge your generosity in our Major-General’s Legacy Circle.