Planned Giving

Student with younger student
A planned gift is a meaningful way to support SMUS, ensuring a lifetime of impact for our students
Learn. Lead. Serve. cover

Learn more about the impact of planned giving and your options with SMUS.

Download the Brochure

To learn, to lead, to serve is the Vision of St. Michaels University School. It is a commitment to teach and grow alongside our students, an opportunity to use what we learn to make a difference, and a promise to give back through philanthropy.

We invite you to be a part of this shared legacy by making a gift of a lifetime to the students of St. Michaels University School.

There are many kinds of planned gifts including, but not limited to, simple bequests in a will or trust, gifts in kind and gifts of RRSPs, TFSAs and insurance. As planned gifts may make use of legal and tax strategies, we recommend you speak with a lawyer, financial advisor and/or tax professional to discover which option is best suited to your unique needs.

Bequests

A bequest is a gift made through a will or living trust. It is usually a set dollar amount or percentage of an estate that goes to a charitable organization after a donor’s passing. To include a bequest in your will, you will need to give the legal professional drafting your will our legal name, address and charitable business number. It is essential that this is correct:

St. Michaels University School Society
3400 Richmond Road
Victoria, BC
Canada V8P 4P5

Charitable business number 1 0803 2988 RR0001

Gift of Securities

A gift of securities is a gift that can include publicly traded stocks, bonds and mutual funds. ere may be tax advantages to you if you are considering this gift vehicle, either during your lifetime or after. You are best served if you contact SMUS before making such a gift. You may also include securities in a bequest. Please provide our Stock Delivery Instructions form to your financial advisor.

Other Means of Giving

There are other vehicles that could be considered in your estate planning that may have beneficial tax advantages for donors. Again, we recommend in all cases that you discuss your financial decisions with your own lawyer, financial advisor and/or tax professional.

Joining the Legacy Circle

If you choose to leave a gift to SMUS, we also ask that you let us know by downloading, completing and sending us our Legacy Circle membership form to inform us of your intentions. You will be honoured as a member of our Legacy Circle and be invited to special events at the school.

Contact Us

If you are considering a planned gift, we invite you to contact us to discuss your wishes:

Adrienne Davidson
Director of Advancement & Campaigns
250-370-6112
[email protected]

Shara Campsall
Assistant Director of Advancement
250-370-6197
[email protected]