There have never been more ways to make a gift to CapU – whether it's today, over time or as a planned gift.

We are committed to working with you, your family and/or organization to identify the best options for your philanthropic goals and financial situation.

Some options include:

Endowed

Benefit to CapU

  • Provides support in perpetuity
  • Helps create a strong fund portfolio for the University
  • Often provides the key support for high-priority, large-scale initiatives

Benefit to Donor

  • A gift creates a legacy by existing in perpetuity-assisting students today and in the future
  • Named gifts provide a lasting tribute to loved ones, honour accomplishments of others or highlight an organization's support
  • A larger gift can be created via annual increments-but donor enjoys benefits immediately

Gift Example

  • Scholarship, bursary or award
  • Professorship/Chair
  • Program/Initiative
  • Building

Non-endowed

Benefit to CapU

  • Meets immediate need/demand
  • Terms of the award can be adjusted/changed annually

Benefit to Donor

  • Specific time commitment of support
  • A focus of support can be adjusted/changed annually to ensure donor's goals are being met

Gift Example

  • Scholarship, bursary or award
  • Professorship/Chair
  • Program/Initiative
  • Building

Benefit to CapU

  • Available for immediate use

Benefit to Donor

  • Receive a tax receipt for the full amount of gift
  • Satisfaction of seeing gift's impact immediately

Gift Example

  • Cash
  • Cheque
  • Credit card
  • Monthly contributions

Benefit to CapU

  • Proceeds available from the sale of property
  • Option to retain the property for use by the University

Benefit to Donor

  • Donation receipt for fair market value (FMV) determined by appraisal (independently obtained by charity)
  • 50% of taxable gain offset by tax credit from donation receipt-unless property is donor's primary residence, in which case no taxable capital gain is available lately

Gift Example

  • All real estate; principal residence, vacation properties and investment

Tangible Personal Property (not including cultural property)

Benefit to CapU

  • Retained for immediate use
  • 50% of gain taxable, offset by tax credit from donation

Benefit to Donor

  • Tax receipt (if applicable) for fair market value determined by the third-party appraiser (if a gift is valued at $1,000+)
  • 50% of gain taxable, offset by tax credit from donation
  • Satisfaction of seeing gift at work now or in the near-term

Gift Example

  • Artworks
  • Furniture
  • Equipment
  • Collections
  • Automobiles
  • Musical instruments

A gift of publicly-traded securities is a great way to support Capilano University today with great financial and tax benefits for donors. By donating publicly-traded securities, bonds or mutual fund units to Capilano University Foundation, your taxable capital gain on the donated assets is eliminated.
It is important to note that if you choose to sell appreciated securities during your lifetime, or if these assets are liquidated through your estate, a tax must be paid on 50 percent of the capital gains on those securities. By donating these assets "in-kind" to Capilano University Foundation you can eliminate a significant tax liability that would otherwise eventually have to be paid. Any gift of publicly-traded securities made now or through your Will should be done in consultation with your financial or tax advisors. If you decide to donate securities to Capilano University, please contact the Capilano University Foundation in advance for information that you and your broker will need to ensure the transfer of securities is received by the Foundation for the purpose intended. If you have any questions about this method of giving, please email us or contact us at 604 984 4983.

Thank you for your support of Capilano University!

Benefit to CapU

  • Available for immediate use

Benefit to Donor

  • Tax receipt for the full market value
  • Elimination of capital gains tax
  • Satisfaction of seeing gift's impact immediately

Gift Example

  • Stocks
  • Bonds
  • Mutual fund units
  • Employee stock
  • Option shares
  • Rights or interests in related segregated funds

Life insurance policy (Capilano University named as owner)

Benefit to CapU

  • Immediate access to cash value
  • Assurance of proceeds provided to University upon execution of the policy

Benefit to Donor

  • Tax receipt for cash value and any future premiums paid
  • Small current outlay leveraged into larger future gift

Gift Example

  • Any whole life policy (participating or universal)
  • Term policy/personal policy

Life insurance policy (Capilano University named as beneficiary-not owner)

Benefit to Cap

  • Satisfaction of providing a future gift while retaining full control of policy
  • Tax receipt provided to the estate for the full value of policy proceeds

Benefit to Donor

  • Receive a tax receipt for the full amount of gift
  • Satisfaction of seeing gift's impact immediately

Gift Example

  • Any type of life insurance policy

Bequest - will

Benefit to CapU

  • The promise of a future gift

Benefit to Donor

  • Satisfaction of providing for a future gift while retaining full control of a property
  • Tax receipt provided to the estate for use with the final income tax return
  • For the bequest of listed securities: no capital gains tax
  • For most other property: 50% of capital gains will be taxable but can be offset by tax credit from gift, likely resulting in tax savings to estate

Gift Example

  • Cash
  • Securities
  • Real estate
  • Tangible personal property

Bequest - retirement plan accumulations

Benefit to CapU

  • The promise of a future gift

Benefit to Donor

  • Satisfaction of providing a future gift while preserving personal security
  • Tax receipt that offsets tax on distributions of retirement funds

Gift Example

  • Registered Retirement Savings Plan (RRSP) and Registered Retirement Income Fund (RRIF) accumulations

A gift costs less than you might think!

Federal and provincial governments provide generous tax incentives to encourage individuals to support institutions like Capilano University. Please contact us at 604 984 4983 for more information.