“Thanks to donors such as you, children like me can further prosper our lives and passions that would otherwise rest unfulfilled. I will use this once-in-a-lifetime opportunity you have granted me with your gift to perform great works. You have freed me from financial constraint, and so shall I do unto others. For this I wholeheartedly thank you.”
- Grade 7 bursary recipient
Legacy gifts, also known as planned or deferred gifts, allow you to make a commitment today to provide future support for the school and our high-achieving students. These gifts give you the opportunity to plant a seed that will grow to make a difference in the lives of future generations of UTS students.
With a legacy gift you can make a statement about how you want to be remembered. In addition, legacy gifts provide convenience, tax savings and other benefits to you and your estate.
Ways to leave a legacy gift
For more information on leaving a legacy gift of any kind, contact Martha Drake, Executive Director, Advancement at 416-946-0097 or firstname.lastname@example.org.
UTS Arbor Society
The UTS Arbor Society for Legacy Giving celebrates the legacy of our community members who have chosen to make a gift of any size to UTS in their will. Once you have notified us of your legacy gift intention, you will become a member of the UTS Arbor Society.
If you have already made a legacy gift to UTS, please let us know by contacting Martha Drake, Executive Director, Advancement at 416-946-0097 or email@example.com.
With your consent, you will be recognized in our donor listing. As a member of the UTS Arbor Society, you will be:
• Listed in the donor listing in the Root Magazine and Annual Report
• Invited to the annual appreciation event
• Invited to other special opportunities for appreciation and acknowledgment
• Receive Impact reports showcasing the difference your legacy will make in the future
If you'd like to make a private or anonymous gift, public recognition isn't required, and your wishes will be honoured.
All 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.
University of Toronto Schools
371 Bloor Street West
Toronto, ON M5S 2R7
Charitable Registration Number 866956204RR0001
Legacy Gift Questions
Canada has world-class tax incentives for those who give to charity in their wills. The reality is that your estate will be taxed. Choosing to support UTS as a charity can reduce, and in some cases, even eliminate the taxes to be paid. You can support UTS without impacting the legacy your family receives.
Having a will is crucial to ensure peace of mind for your loved ones and to avoid legal complications your family would have to face in absence of a will. But most importantly a will means that you are in the driver’s seat when it comes to your legacy. You get to choose to protect your family and support the causes that are dear to you while maximizing the tax benefits to your estate.
Once you leave a gift to UTS in your will and notify the school of your bequest intention, you become a member of the UTS Arbor Society. With your consent, you will be recognized in our donor listing and will be invited to join programs that give you a great sense of the impact of your future gift. A gift in your will can help your family feel part of the impact you are making. Knowing your loved ones will remain connected with you though the school that is dear to you can be very comforting.
There is no minimum amount for a gift in your will. Most charitable gifts in wills are left by donors of average means. Leaving a small percentage of your estate to a charity like UTS, can be your largest gift to the school and will have a bigger impact than most of us would ever be able to make during our lifetime!
You can amend your will at any time. Adding a gift is as simple as letting your intentions be known to those who drafted your documents in the first place. If you don’t know who that is, you can choose another estate lawyer or notary. It’s as simple as that.