All gifts, in all forms, are important!

The form that your particular gift takes should reflect your specific needs and circumstances. And keep in mind that in all cases — whether you make a gift of cash, stock, or some other asset — your gift can be directed to an area of the University that is of particular interest to you.

This section provides you with the information you need to tailor a gift to your specific circumstances. Many gifts to Mount A generate substantial tax benefits, so please read the descriptions below to find out more.

Pledges & Payments
At Mount Allison, we like to make it as easy as possible for you to make your gift. Pledges may be made to either the University Enhancement Fund or another fund of your choice and paid for over a period of up to five years. If you choose to make a pledge and pay it over time, we are happy to send you payment reminders. You can choose to make your donation by a cash gift, cheque, money order or through Visa, MasterCard, or bank account direct debit. By pledging and paying over a number of years, you allow Mount Allison to make long-range financial plans and allow for greater fiscal control.

Payments can be made on a monthly, quarterly, semi-annual, or annual basis. > Give Now

Planned Giving
Planned gifts can take many forms including:

The most important thing is to choose or identify a type of planned gift that best reflects your individual needs from both a financial (tax) and philanthropic perspective.

> To read more information, see Planned Giving

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Matching Gifts
These days, everyone is concerned about education. Many companies are encouraging their employees, past and present, to support higher education by offering an incentive to match employee gifts to an eligible educational institution, in some cases doubling or tripling the employee's contribution.

Check with your company's Human Resources Department to determine matching gift guidelines for a list of matching gift companies known to Mount Allison.

In most cases, companies require that a form be filled out by the employee to accompany their gift. Upon receipt of your donation, Mount A completes the form and returns it to the company. If the donation qualifies for a matching gift from your employer, a cheque is mailed to Mount A and a gift is applied to the same area as designated by your original donation.

> To view our list, see Matching Gift Companies

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Securities
The Federal Budget of May 2, 2006 has made donating publicly-listed securities to charities a much more attractive proposition. Donors will no longer be taxed on the capital gains accrued on securities donated after May 1, 2006 to a registered charity such as Mount Allison. Under the new taxation rules, if a person donates stock they will be receipted for the full appreciated value of the shares on the date they are received and will not have to pay any tax on the gain.

For further information, please contact Diane Michaud, at 506-364-2341, or by e-mail at dmichaud@mta.ca. > Give Now

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Cross-Border Giving
Under the Canada-United States Income Tax Convention, US citizens are entitled to a charitable deduction for gifts made during their lifetime, provided they or a member of their family (spouse, children, grandchildren, parents, or siblings) are, or have been, enrolled at the University.

A charitable bequest lets you reduce estate taxes and there is no ceiling on the amount of the deduction. The Tax Convention allows an estate tax charitable deduction for a bequest to any institution in Canada that, if situated in the United States, would qualify for such a deduction.
Donations from citizens of the United States may be made directly to Mount Allison University in the usual manner, either by mail or by going to > Give Now.

For friends, foundations, and corporations who wish to support the University, The Friends of Mount Allison University Inc. has been established. For information about contributing through the Foundation please contact our office by mail, or call 506-364-2343, or send us an e-mail to annualfund@mta.ca.

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Gifts-in-Kind
A "gift-in-kind" is a gift of tangible property that will prove valuable to the University. This type of gift may be made outright, as residual interest, or to fund a charitable remainder trust. This can include such things as land, special library collections, valuable artwork, and personal/business papers of historical/research interest to the University's faculty and students.

For gifts less than $1,000, Mount Allison may issue an immediate tax receipt for the donation's fair market value. For gifts valued at more than $1,000, special Canada Customs and Revenue Agency appraisal guidelines must be followed.

Inquiries about any of the giving opportunities listed above may be directed to our office by mail, by phone at 506-364-2343, or by e-mail at annualfund@mta.ca.

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