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

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

7) Executors' Duties (PDF)

8) Lawyer's Duties (PDF)

9) Contact:

Beth Proven, CFRE
Manager, Planned Giving
The University of Manitoba
Department of Development
179 Extended Education Complex
Winnipeg, MB   R3T 2N2

Tel.:  204.474.6246
Toll Free:  1.800.330.8066
Fax:  204.474.7635
Email:  Beth_Proven@umanitoba.ca