Gift Planning

Contact Us

We would be pleased to speak with you over the phone or meet with you in person to discuss how you can impact the lives of our students and the University’s leading-edge research.

Paul Grossman
Director,
Major and Planned Giving
905-525-9140 ext. 23447
grosssma@mcmaster.ca

For more information, download the attached fact sheets:

Bequests
Securities
Life Insurance
RRSP/RRIFs
Trusts
Annuities

 

 

 

 

 

 

 

Create a lasting legacy at McMaster University. There are many ways to support Mac's students and research initiatives by incorporating giving into your financial and estate planning. These kinds of gifts help you achieve your philanthropic goals while realizing significant tax savings.

This way of giving has been very important to McMaster, as it historically laid our foundation and continues to drive our tradition of excellence well into the future. Our strength as a University and our ability to meet current and future challenges are greatly enhanced by friends and alumni like yourself, who choose to support us.

Create your legacy at McMaster through a bequest gift.

Many donors feel that they can't afford to make a significant gift during their lifetime. However, a charitable bequest will allow you to make a significant contribution to McMaster in the future with little or no effect on current finances.

A bequest is a gift directed to McMaster, determined by the donor, and made through a provision in the donor's will. A bequest gift is eligible for a charitable tax receipt that can be applied to the donor's final two income tax returns, thereby reducing the overall tax burden on the estate.

Bequest gifts continue to be the most popular method by which alumni and friends make future gifts to the University.

Give the gift of securities.

Did you know that with a gift of publically listed securities, you can eliminate the capital gains tax and realize immediate tax savings?

If you hold appreciated securities and wish to make an outright gift to McMaster University, gifts of stock, rather than cash, will enable you to make a larger gift at a lower cost.

If you make a gift of stock, you will eliminate the taxable portion of their capital gain on the stock that is transferred, and receive a charitable tax receipt for the fair market value of the securities.

Other ways of supporting the future of McMaster.

You may also wish to support the University through a number of other giving options, including gifts of life insurance, gifts of RRSP/RRIFs, trusts, or gift annuities.