Print VersionCreate a Legacy - Planned Giving
Every day, the lives of SFU Business students are enriched because our alumni and friends have provided planned gifts to the university.
Planned gifts are charitable donations that are planned during your lifetime but are usually not available to the University until some time in the future. With a planned gift, you can achieve your philanthropic goal for SFU and ensure that your present and/or future financial and estate planning needs are met.
What Constitutes a Planned Gift?
Planned gifts may include:
- Cash
- Securities
- Life insurance proceeds
- Real estate
- Stocks
- Bonds
- RRSP and RRIF Assets
- Charitable remainder trusts
- Charitable gift annuities
- Equipment
- Books and artifacts
- Art, and other cultural properties
Important Reasons for Considering a Planned Gift
- Planned gifts provide support for any aspect of learning or research at SFU you consider important. For example, you may:
- Endow a scholarship or bursary in your name
- Provide funds for a chair/professorship within SFU Business
- Give needed resources to SFU Business or the university
- Planned gifts reduce income taxes, in the current year, and/or in your estate's final tax return.
- Planned gifts ensure your legacy will live on through the gift and the students it ultimately benefits.
All of these gifts can have favourable tax consequences for you. For more information on Planned Giving options, please visit SFU Planned Giving, or contact us.