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Bequests and Planned Gifts

Why choose Western?
One of the most important choices you can make during your lifetime is the impact you wish to make through your Will or other estate plans. After taking care of the people closest to you – family or friends – you may wish to leave a gift to support an organization or a cause that has deep meaning for you.

What are the benefits of making a bequest or planned gift?
One of the greatest benefits of making a bequest – a gift through your Will – or other planned gift is that you may be able to provide a greater level of support to Western than is possible during your lifetime, especially if you need to keep most of your assets available. There are also tax advantages to making a bequest – a gift through your Will – or other form of planned gift that benefit your estate.

What are my options?
The most common way to leave a gift to Western is through your Will. Other opportunities include gifts of life insurance, securities or registered retirement funds.

Which areas of Western benefit from bequests?
You can designate your bequest to support the areas of Western closest to your heart, including scholarships or bursaries to help future students achieve their dreams or a particular faculty or area of research. You can also choose to leave funds to the highest priorities of the University and know that your gift will have a great impact on students, faculty and researchers when the time comes. Gifts may be endowed or for immediate use.

Sample Bequest Language for your Will
We are pleased to provide a link to this document with Sample Bequest Language and pertinent information to give to your lawyer or estate planners.

Confirm your Intentions
Have you already included Western in your estate plans? If so, we invite you to complete a Statement of Intent and return it to the Bequests and Planned Giving team. We value knowing your future intentions so we can help ensure your wishes will be followed. Western would also be pleased to recognize you for your future generosity or maintain your anonymity.

The Bequests and Planned Giving team is here to help!
Staff are available to discuss options with you or your representative and provide support to ensure your specific wishes will be followed.

carole jane mike
From left: Carole Stinson (519-661-2111, x85696), Mike O’Hagan (519-661-2111, x85595) or Jane Edwards (519-661-2111, x88829)
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