Information for Professional Advisors
Professional advisors are crucial to the success of the University of Alberta’s philanthropic partnerships. Estate planning can be a daunting process and many individuals seek professional advice from trusted advisors like you.
Estate gifts are unique to your client’s wishes, and can include establishing financial, experiential learning and programming support for students, supporting an endowment, propelling cutting-edge research with global impact and helping support the greatest needs at the University.
We are development professionals; we inspire our donors to dream about the legacy they want to create and guide them to discover how they can make a lasting impact through strategic gift planning. Our team is always available to help your clients find the best area for their support; we can also provide tailored will language that will ensure their legacy gift will be executed according to their wishes.
We Want to Thank You and Your Clients
We see the hard work that advisors do to assist their clients in planning a legacy gift to the University of Alberta. As valued partners, you guide clients toward achieving their philanthropic goals while also helping the university shape a better future through top-tier education and research.
We want to thank your clients and ensure that the university can honour their wishes. Our honorary recognition society, the Quaecumque Vera Honor Society (QVHS), provides our legacy giving donors with access to exclusive events, our annual appreciation luncheon and a complimentary pin. If your client includes the university in their estate plans, please reach out to our team as we'd love to welcome them to QVHS and more importantly express the university’s utmost gratitude.
Philanthropic Impact Quaecumque Vera Honour Society
Sample Will Clauses
Sample will clauses are available for Professional Advisors and Donors. Please know that this information is for informational and general purposes and is not intended to replace professional financial or legal advice. Donors are always encouraged to consult their own financial or legal advisors before finalizing a legacy gift to the University of Alberta. Our team can assist with providing custom will wording upon request.
Unrestricted Bequest
To pay _____% of the residue of my estate [OR the sum of $_____] to the University of Alberta, care of the Office of Development and having charitable registration number 10810 2831 RR0001, for its own use absolutely.
Endowed Bequest — New Endowment
To pay _____% of the residue of my estate [OR the sum of $_____] to the University of Alberta, care of the Office of Development and having charitable registration number 10810 2831 RR0001, to be used to establish an endowed fund in my name [OR specify name], the income of which is to be used by the [College / Faculty / School or other campus unit], for the purpose of supporting [identify purpose, such as award, program, or project], provided that if circumstances make the specified use of this bequest impractical, the University of Alberta is authorized to use this bequest to support such other purposes as will, in its opinion, conform as closely as possible to the spirit and general intent of this bequest.
Endowed Bequest — Existing Endowment
To pay _____% of the residue of my estate [OR the sum of $_____] to the University of Alberta, care of the Office of Development and having charitable registration number 10810 2831 RR0001, to be added to [endowment name], provided that if circumstances make the specified use of this bequest impractical, the University of Alberta is authorized to use this bequest to support such other purposes as will, in its opinion, conform as closely as possible to the spirit and general intent of this bequest.
Expendable Bequest
To pay _____% of the residue of my estate [OR the sum of $_____] to the University of Alberta, care of the Office of Development and having charitable registration number 10810 2831 RR0001, to be used by the [College / Faculty / School or other campus unit], for the purpose of supporting its general purposes and greatest needs [OR identify purpose, such as research, program or project], provided that if circumstances make the specified use of this bequest impractical, the University of Alberta is authorized to use this bequest to support such other purposes as will, in its opinion, conform as closely as possible to the spirit and general intent of this bequest.
Donations of Securities
Gifting appreciated publicly traded securities — including shares, stocks, bonds and mutual funds — opens doors for students and researchers. Learn more about donating securities for your clients »
More Information
Our team is here to work with you to ensure your client’s philanthropic goals are met. Estate gifts are as unique as your clients — at the U of A, donors find meaningful impact by establishing financial, experiential learning and programming support for students, supporting endowments that propel cutting-edge research and more. We are always happy to confidentially discuss the most effective giving vehicles for your client’s needs.
Contact Our Team
Kathy Fitzgerald
Manager, Major Gifts & Planned Giving
780-492-2616
kathy.fitzgerald@ualberta.ca
Hilary Fabrizio
Development Associate, Planned Giving
780-492-8225
hilary.fabrizio@ualberta.ca
Donna Ma
Development Associate, Planned Giving
780-492-6783
donna.ma@ualberta.ca
Krista Aune
Development Officer, Planned Giving
780-492-1124
krista.aune@ualberta.ca
Michelle Murray
Development Officer, Planned Giving
780-492-9487
michelle.murray@ualberta.ca
Office of Major Gifts & Planned Giving
3-600 Enterprise Square, 10230 Jasper Ave NW
Edmonton, Alberta, Canada T5J 4P6
Phone: 780-492-7400 Toll-free: 1-888-799-9899
MyLegacy@ualberta.ca
- Are you representing an executor or personal representative on behalf of an estate?
- Please contact Mien Jou at 780-492-9153 or mjou@ualberta.ca.
- Looking for information about gifts from outside Canada?
- Gift from Outside Canada »
Additional Resources
- Endowment calculator (updated annually)
- Sign up to receive the Your Legacy print newsletter and be on our preferred advisor mailing list
- Upcoming giving events
The information is for informational and general purposes. It is not intended to replace professional financial or legal advice. Please consult your own financial or legal advisors before finalizing a legacy gift to the University of Alberta.