Blended Gifts

Blended gifts incorporate a structure where you give something now, something later (gift in Will) and perhaps something in-between. They provide you with the greatest opportunity to maximize your philanthropic investment in UBC, while taking into consideration your long term financial needs. There are also significant tax advantages to giving during your lifetime and similar tax advantages when you leave a gift in your estate plans.

Here’s how blended gifts work


Current Gift


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Future Gift


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Long Term Impact

CURRENT GIFT

  • Cash
  • Securities
  • Real Estate and Personal Property

FUTURE GIFT

  • Gift in Will
  • Life Insurance
  • Real Estate and Personal Property
  • Retirement Accounts (RRSP, RRIF, TFSA)
  • Securities
  • Charitable Gift Annuities
  • Charitable Insured Annuities
  • Charitable Remainder Trusts and Gifts of Future Interest

LONG TERM IMPACT

  • Student Financial Aid
  • Scholarships, Fellowships, Prizes, Awards
  • Academic Endowments and Programs
  • Faculties
  • Research
  • Collections and Equipment
  • Buildings and Facilities
  • Campus and Community Engagement
  • Any area of the Vancouver and Okanagan campuses to support your passion

To learn more about blended gifts, please contact the Gift and Estate Planning team at 604.822.5373