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Confidential Letter of Intent

By providing the information in this Confidential Letter of Intent about your legacy gift to McGill, you enable the University to plan and administer your gifts in accordance with your wishes. This letter of intent will remain strictly confidential and is not legally binding, nor does it replace a Will.

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 of your legacy gift *

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

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

My/Our legacy gift states that the donation is to be directed to:

  McGill University's greatest needs
  Faculty, department, student support, athletics, library, research, etc.:
  I/We have yet to identify a specific designation; please contact me to discuss options

Please confirm the estimated value of your legacy gift

For a will:

   Bequest in the amount of $ , OR
   For % of the residue of my/our estate, with an estimated value of $ to be donated to McGill.

For another legacy gift (Insurance, Retirement Assets, Charitable Remainder Trusts, etc):

An estimated value of $.

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 legacy 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 and publish my/our name(s) on the virtual donor recognition list.
  My/Our name(s) should appear as follows:
Yes, please include me/us in the McGill 1821 Society/Macdonald Legacy Society, but consider me/us to be anonymous member(s) and 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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