Legacy Gifts
You can achieve your philanthropic goals with a gift in your will to Dalhousie University. Also sometimes called a legacy or estate gift, it is an investment in the future.
Whatever your motivation for giving, a legacy gift lets you make a bigger impact than you might have thought possible — while still ensuring your loved ones are looked after.
Types of legacy gifts
Here are the most common types of legacy gifts and some of the benefits they offer.
Bequests: A gift in your will, also called a bequest, enables you to donate a set amount of money or a specific asset, and may provide a significant tax advantage for your estate. You can support what your passionate about while ensuring that your obligations to your family have been met.
Life Insurance: You can make Dalhousie the beneficiary and/or owner of an existing life insurance policy or you can purchase a new policy for this purpose. Donating life insurance allows you to make a larger impact and has potential tax benefits in your lifetime or for your estate.
RRSPs and RRIFs: You can name Dalhousie as a direct beneficiary of your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF). Donating your RRSPs or RRIFs to Dal it has the potential for significant tax savings for your estate.
Charitable remainder trusts: A charitable remainder trust allows you to arrange your legacy gift now and receive an immediate charitable tax receipt. You can name Dalhousie as the remainder beneficiary while enjoying the investment income throughout your lifetime.
Want to learn more about how to make a legacy gift to Dalhouise? View our brochures:
When you let us know you’ve included Dalhousie in your will, you become a member of our Legacy Society.
Contact a member of our Legacy Giving team
We’re here to help. Connect with us to learn more about making the impact you want through a gift in your will.
Terri Mann
Senior Development Officer, Legacy Giving
terri.mann@dal.ca | Phone: 902-877-6589.
Explore how giving a gift to Dalhousie in your will can make an impact
Dr. Michel Comeau’s legacy gift helps support future Acadian and francophone dentistry students to sustain the use of French in practice.
For Wes Campbell (BEng’63, LLB’66, LLD’07), his Dalhousie education was the greatest gift he ever received. His estate gift to the university is his way of saying “thanks.”