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Confidential Statement of Future Intent

Thank you for including McGill University in your estate plans. Please take a moment to complete this confidential form and submit it to us.

This is a secure site and all information submitted is treated in strict confidence. If you would like to complete a paper copy of the form, you can download it here. If you have any questions or concerns, please do not hesitate to contact the McGill University Bequests and Planned Gifts office at 514-398-3560 or by email at plannedgifts@mcgill.ca.

I/We confirm the following information (* are mandatory fields):

Please confirm the nature and estimated value of your legacy gift

I/We have made a provision in my/our will for a charitable bequest:

   In the amount of $ , or
   For % of the residue of my/our estate, with an estimated value of $.

I/We have assigned McGill University as:

  Owner and beneficiary of a life insurance policy
  Beneficiary only of a life insurance policy
  Beneficiary of a retirement savings plan
  Beneficiary of a Charitable Remainder Trust
With an estimated value of $.

I/We have chosen to direct the gift to:

  McGill University’s greatest needs
  Faculty, department, student support, athletics, library, research, etc.:

This declaration of intent will remain strictly confidential and is not legally binding nor does it replace a Will.

Please allow us to recognize your generosity

All donors of bequests or planned gifts are invited to join our legacy societies: the McGill 1821 Society or the Macdonald Legacy Society. Our legacy societies honour those who have remembered McGill University in their estate plans. Through these societies you will be invited to our annual recognition event, additional McGill events, and kept up to date on key developments at the University.

Please check one:*

   Yes, please include me/us in the McGill 1821 Society/Macdonald Legacy Society.
       My/Our name(s) should appear as follows:
   Yes, please include me/us in the McGill 1821 Society/Macdonald Legacy Society, but do not publicly recognize me/us.
   No, please do not include me/us in the McGill 1821 Society/Macdonald Legacy Society.

   I/We understand the above and certify that the information provided is true and accurate.

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