Letter of Notification and Recognition

Thank you for your legacy gift to McGill!

Legacy gifts make a powerful, lasting impact on the University and we take great care and pride in recognizing and thanking our donors.

We are honoured to invite you to join our McGill 1821 Society or the Macdonald Legacy Society. As a member, you will receive VIP access to the McGill Faculty Club, Tadja Hall Faculty Club, invitations to our annual Afternoon Tea with the President, additional McGill events, and updates on key developments at the University. You will also receive a certificate and a commemorative pin.

To inform us of your plans, we invite you to complete the following information. Providing this information enables the University to plan and administer your future gift in accordance with your wishes.

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.

Please be assured that this letter will always remain strictly confidential. It is not legally binding and does not constitute a legal promise of any future donation to McGill University. We understand that bequests are revocable and that your estate plans may change.

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

1. Recognition *

Yes, please include me in the McGill 1821 Society/Macdonald Legacy Society and publish my name on the recognition virtual listing.
  My name should appear as follows:
Yes, please include me in the McGill 1821 Society/Macdonald Legacy Society, but do not publicly recognize me.
No, please do not include me in the McGill 1821 Society/Macdonald Legacy Society.

2. My Future Gift Information *

I wish to inform you that my current estate plans include McGill University as a beneficiary as follows (please check all that apply):

  Bequest in my will (specified amount or a percentage)
Estimated Value  
  Life Insurance Policy
Estimated Value  
  Retirement Plan Asset
Estimated Value  
  Charitable Remainder Trust
Estimated Value  
  Donor Advised Fund
Estimated Value  
  Other. Please describe:

My current plans indicate that my estate gift is:*

  For McGill’s Greatest Needs
  Designated specifically for:
  Not yet designated. Please contact me to discuss options.

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

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