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Charitable remainder trusts

Make a major donation of capital while you continue to receive the income.

Create a charitable remainder trust (CRT) with a bank or a trust company. See below for how you may benefit from setting up a CRT.

Make a gift outside of your will

A CRT can be set up independently from your will. This means your intentions remain confidential and the capital is protected against potential challenges to your estate.

Benefit from tax deductions

You may receive an immediate tax receipt for the present value of the CRT. US taxpayers may benefit from a tax-smart strategy to transform an appreciated asset into lifetime income.

Support yourself and your loved ones

You or your designated beneficiaries will receive income for a specified term. The remainder of the funds will be donated to the University.

Choose your cause

Support the area of the University you’re most passionate about. Let us know if you’d like to give to the University’s greatest needs, your faculty or another initiative.

Know the essentials

  • Speak with your tax advisor to determine if a CRT is the right vehicle for you
  • For more information, contact McGill’s Bequests and Planned Gifts team
  • Our Charitable Registration Number for Revenue Canada is: 11912 8981 RR0001
  • All charitable trusts by U.S. citizens must be in the name of “The Friends of McGill University, Inc.”
  • The Friends of McGill University, Inc. Our Employer Identification Number (EIN) is 23-7054819.
  • For US taxpayers donating a CRT, a donor receives income for life or a term of years, not to exceed 20 years.

Legal notes

1. Information on this site is of a general nature and not intended to constitute financial or legal advice. Please consult your income tax, financial and/or legal advisors before arranging a planned gift.

2. All requests for information are confidential.

Contact us

Want more information on legacy giving?

Please fill out a form and we will get back to you. Your inquiry will be kept strictly confidential.

Have you already included McGill in your estate plans?

Please let us know. Completing a simple form helps ensure your estate plans are carried out and allows us to express our appreciation during your lifetime.

Bequests and Planned Gifts

Ways to give

Build on 200 years of academic excellence and ground-breaking research made by McGill. Make your mark on our third century by supporting students, giving to your faculty or funding an innovative project. Here’s how:

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Make a gift online

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Give tomorrow

Support world-class education and cutting-edge research made by McGill. Be the generation that shapes the University of tomorrow. Explore planned giving options tailored to your goals, needs and timeline.

More ways to give

Help us build a better world. Find out about the many ways philanthropy can make a difference. Support deserving students, fund vital research and more.