Planned Giving

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

Bequests

After you have provided for your family and those you love in your will, please consider naming St. Michaels University School as a beneficiary also.

When you leave a gift to SMUS in your will, your passion for learning and caring will live on. The SMUS experience is priceless, and you will be ensuring that financial means is not a barrier to young people coming here. You will be providing access to education for generations to come.

Leaving a bequest to SMUS is a simple, but extraordinarily meaningful way to leave a legacy. On behalf of the Board of Governors and all of us at SMUS, thank you for your foresight and generosity. To include a bequest in your will, you will need to give the legal professional drafting your will our legal name and address. It is essential that this is correct:

St. Michaels University School
3400 Richmond Road
Victoria, BC
V8P 4P5
Charitable Number 10803 2988 RR0001

Gift of Securities

A gift of securities is a gift of publicly traded stock. There are certainly tax advantages to you if you are considering this gift vehicle. Stock can make up part of, or as an entire gift. You are best served if you contact SMUS in advance of making such a gift. You can also include securities in a bequest. Please provide our Stock Delivery Instructions form to your financial advisor.

Gifts of Life Insurance

A gift of life insurance is a popular planned giving vehicle and there are several variations of a gift of life insurance. For example, you can be the owner of the policy and SMUS the beneficiary, or you can transfer ownership of a policy to SMUS but continue to pay the policy premiums. There are different tax considerations for each variation, as well as different benefits to you and us.

Other Means of Giving

There are other vehicles that could be considered in your estate planning, that may have beneficial tax advantages for donors while benefiting SMUS. These include such methods as Charitable Remainder Trusts, gifts of RRSPs and RRIFs, gifts of property and Gifts in Kind. We recommend in all cases that you discuss all personal financial decisions with your own financial planner, lawyer or other trusted expert advisors.

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]