Planning your legacy

In a garden setting, people stand around a bristle board detailing a new gift to RRU.

Transforming lives: A gift of legacy

A legacy gift can be a way to be remembered and a way to honour your connection to Royal Roads. Your gift can endow a student award or bursary, contribute to important research, or ensure continued stewardship of our heritage, gardens and grounds. However you choose to direct your gift, your investment in the future will help change lives and safeguard this one-of-a-kind place.

There are various avenues for contributing to a Legacy gift. After securing provisions for loved ones, you may explore:

Bequests: Designate gifts through your Will or living trusts to support specific programs, faculties, or areas of need.
Gifts of securities: Directly donate securities to Royal Roads, enabling your estate to bypass capital gains tax.
RRSP/RRIF contributions: Nominate Royal Roads as a beneficiary of your Registered Retirement Savings Plan or Registered Retirement Income Fund.
Life insurance policy: Allocate ownership and/or beneficiary rights of a new or existing policy to Royal Roads.

Thank you for thinking of us as you plan your legacy. Your generosity, in whatever form, deeply enriches Royal Roads University and is profoundly appreciated.

Use our Will Planning Guide to assist you in considering and collecting information which you and your lawyer may need in preparing your Will.

A legacy with options

Taking care of your family and friends comes first.

Then, you may honour causes that have touched your life. Like your special connection with Royal Roads University.

You can designate your donation to an area of the university that is meaningful to you: a Royal Roads faculty, school or program, for example, or a general area of need, such as student aid or heritage and garden projects.

Your investment in the future will help change lives and and help Royal Roads University — a truly one-of-a-kind place — thrive. Through your legacy gift, you are creating positive change in the world. Thank you.

How to leave your gift

You have options for planned giving to the university. Your goals and priorities can help you choose what works best for you and fits your plans. Use the Legacy Giving pledge form to gather all of the necessary information in one place.

We can provide information to help you make an informed, intentional decision.

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In kind

A gift in kind is a non-cash donation and includes items such as artwork or real estate. Once we've determined we can accept the gift, the university will issue a charitable receipt for the fair market value. If a gift value is estimated at more than $1,000, we will arrange for an independent appraisal. Costs related to accepting a gift are normally the responsibility of the donor unless otherwise arranged.

We can work with you and your advisors to identify a specific arrangement that works for your needs.

Securities

Gifts of publicly listed securities may include stocks, bonds, bills and mutual funds. There is no capital gains tax on securities given to charities, and you will receive a tax receipt for the market value of your gift.

Download a form to get started:

TD RRU Charitable Donation of Securities in Kind form

RRSPs/RRIFs

For many people, registered retirement plans (RRSPs, RRIFs) and company-sponsored pension plans may be their single biggest assets beyond their homes. By naming Royal Roads as beneficiary of your funds, your estate will receive a tax receipt for the entire amount of the gift.

Life insurance policy

By listing Royal Roads as a beneficiary or the owner of a life insurance policy, your estate will be eligible for a charitable tax receipt.

Will and trust bequests

A bequest (transfer of cash, securities or other property through a will or a living trust) to the university is a flexible, tax-effective way to leave a legacy of learning. By naming Royal Roads University Foundation to receive a gift in your will, your estate will generate tax credits that may offset any taxes payable.

Transforming lives: A gift of legacy

A legacy with options

How to leave your gift

Types of planned gifts: non-cash donations

Types of planned gifts: legacy giving options

If you want to change the world, join us.