Professional Advisors

We are proud to work closely with many attorneys, accountants, financial planners, insurance agents and other professionals when organizing donors’ charitable estate plans.

This section of our site offers materials and resources that may be helpful to you and your clients in planning for their philanthropic goals. Should you have any questions or require further information, please contact us at planned_giving@umanitoba.ca.

1) Official Name and Charitable Registration Number

The university’s name is The University of Manitoba at Winnipeg, Manitoba Canada.  The university’s charitable number is 11926-0669-RR0001.

2) Sample Will Clauses - click here (pdf)

3) Sample Charitable Remainder Trust Agreement - click here (pdf)

4) The Importance of Gift Agreements

Whenever possible, it is our preference to establish written terms of reference or letters of intent to accompany planned gifts.  These signed agreements ensure that all parties have clear directions as to how the gift will be used.  Please contact the Manager of Planned Giving for assistance.

5) Review of Will Clause

It is often beneficial for the charity to review a will clause when it is being drafted to ensure that the gift can be carried out as the donor wishes. This can be done anonymously if the client prefers.

6) Useful Links

REGULATIONS ON PROBATE FEES
Law Fees and Probate Charge Act: http://web2.gov.mb.ca/laws/statutes/ccsm/l080e.php [please refer to schedule 7 at the bottom of the page]

DUTIES OF THE PUBLIC TRUSTEE
Province of Manitoba’s Public Trustee Act: http://web2.gov.mb.ca/laws/statutes/ccsm/p275e.php

THE TRUSTEE ACT
Province of Manitoba’s Trustee Act: http://web2.gov.mb.ca/laws/statutes/ccsm/t160e.php [please refer to section 90 (1) – 90 (5)]

CANADA REVENUE AGENCY
Giving to Charity: Information for donors: http://www.cra-arc.gc.ca/tx/chrts/dnrs/menu-eng.html

7) Executors' Duties
For guidelines on executors' fees, you may want to refer to the Manitoba Public Trustees office at http://www.gov.mb.ca/publictrustee/services/fees.html#sidebar

8) Lawyer's Duties (PDF)

 

 

CONTACT US:

Monica Carlberg, B.Sc.
Planned Giving Officer
Ph: 204.474.7424
Monica_Carlberg@umanitoba.ca
                                                         

Lynn Ferguson
Planned Giving Coordinator
Ph: 204.474.7120
lynn.ferguson@ad.umanitoba.ca