The most frequently asked questions about philanthropic giving are answered here for your convenience. If you have a different question, please contact our team.
Yes, online donations to uOttawa can be made safely and securely through our online portal.
When including a gift to the University of Ottawa in your will or any other document, it is extremely important that you use our correct legal name charitable registration number.
Legal name: University of Ottawa, City of Ottawa, Province of Ontario, Canada
Charitable Registration Number: 11927 8877 RR0001
There are many ways you can give: cash, stocks and securities, and gifts-in-kind. You can direct your support to a faculty, department, or a special project. You can also create a matching gift program for your employees. Learn more about corporate giving.
Our employer matching gift program allows employees and corporations to join together and enhance their charitable giving to support uOttawa. Corporate and government funded programs can enable your gift to be doubled and sometimes even triple
Companies have different approaches to matching gift request submissions, including online forms and paper forms that you submit to the University of Ottawa. Some companies also match gifts made by employee spouses, retirees, widows, widowers and board members.
Please use the search below to find out if your company has a matching program established with uOttawa. You may even be able to access the necessary forms directly through your search.
If your employer appears and the forms are available to you through the search, please complete the following steps to submit your matching gift forms for uOttawa:
Submit your proof of donation to your human resources office
Return a completed matching gift form to:
University of Ottawa
190 Laurier Avenue East
Ottawa ON K1N 6N5
If you have any questions about matching gifts, please contact the University of Ottawa Development Office. Our contact information is at the bottom of this page.
Planned giving is the process of planning your charitable donations in advance. This allows you to achieve your philanthropic goals while maximizing your social impact, tax benefits, and other financial advantages.
A planned gift can benefit donors and their families, as well as the University of Ottawa and its students, long into the future. To learn more about leaving a legacy with uOttawa or to contact us, please visit our Planned Giving page.
Gifts-in-kind are gifts of property other than cash, cash equivalents and marketable securities. They may include gifts of supplies, equipment, books, or artwork.
Gifts-in-kind are accepted at the discretion of the University of Ottawa, depending upon whether the gift contributes to the mission of the University. To determine the appropriateness of the gift, the Development Office may consult with the relevant faculty, service or section.
Ultimately the final decision regarding whether or not to accept a gift-in-kind resides with the Administrative Committee of the University. For gifts of art, the final decision resides with the Advisory Committee on the Acquisition of Works of Art (ACWA).
If your gift is accepted, you will receive a tax-creditable receipt for its fair market value, determined through an appraisal process.
Gifts of $1,000 or less
If the gift has a value of $1,000 or less, the Canada Revenue Agency will accept a valuation done by a staff member of the University, providing that he or she is knowledgeable in the field and is qualified to appraise the object at its fair market value.
Gifts greater than $1,000
For gifts-in-kind greater than $1,000, the donor must provide a recognized independent appraiser to perform the valuation. Upon receipt of the valuation, the University will secure the services of a second independent appraiser to assess the value.
If you are considering making a gift-in-kind, please contact us. Our contact information is at the bottom of this page.
By giving to uOttawa you can get a generous credit on your federal and provincial income tax, through the Charitable Donations Tax Credit.
For annual donations under $200, you will receive a tax credit of about 15 cents per dollar donated on your federal income tax. For donations exceeding $200, you receive about 29 cents for every dollar donated.
The provincial tax credit varies depending on the province in which you live. For example, in Ontario, a $1,000.00 donation would provide a federal tax credit of $262.00 and a provincial credit of about $99.00, so you would pay about $361.00 less tax for the year in which the donation was made.
First-time donors (i.e.; neither you nor your spouse has claimed a charitable donation tax credit for any year after 2007) are eligible for an additional 25 per cent credit from the federal government. For an Ontario resident making a first-time donation of $1,000.00, the total tax credit would be about $611.00 — more than half the value of the donation.
To estimate your tax credit, see the tax credit calculator on the Canada Revenue Agency website. <broken link, please verify if the new one is correct>
For specific and accurate information about your personal tax situation, we encourage you to consult with a qualified financial advisor.
Immediate tax benefits
If you purchase a new policy:
By making the University of Ottawa the owner and beneficiary of the policy, you receive immediate tax-creditable receipts for any premiums paid. You then continue to pay the premiums and receive a charitable tax receipt for those payments. This designation cannot be changed.
If you transfer an existing policy:
By making the University of Ottawa the owner and beneficiary of the policy, you receive an immediate tax-creditable receipt for the policy’s market value. Any continued premium payments also qualify for a charitable tax receipt.
Deferred tax advantages
When you name the University of Ottawa as the beneficiary of the policy (but not as the owner of the policy), your estate is entitled to a tax-creditable receipt for the death benefit. The gift remains outside the estate and is not subject to probate fees.
Additional Tips about the Tax Benefits of Donations
Charitable donations may be claimed up to an annual limit of 75% of net income (100% for gifts made in the year of death, including testamentary gifts such as bequests).
Individuals and corporations who donate shares or other securities get a tax break on any resulting capital gain.
Unclaimed charitable donations can be carried forward up to 5 years. But you have to claim donations you carried forward from a previous year before you claim donations made in the current year.
Either spouse can claim a charitable donation tax credit, regardless of which spouse’s name is on the charitable donation receipt.
Yes, you can support the University of Ottawa and benefit from a tax deduction on your American tax return. The Canadian-U.S. Income Tax Convention (also known at the “Tax Treaty”) allows charitable income tax deductions under the following conditions:
Under Article XXI (5) of the Treaty, you can make a contribution to a Canadian college or university if you, or a member of your family, are or were enrolled. Your family members for this purpose are your brothers and sisters (whether by whole or half-blood, or by adoption), spouse, ancestors, lineal descendants and adopted descendants. The usual U.S. donation limits still apply.
You have income earned in Canada and the gift is to a registered Canadian charity that would have a similar status if it were located in the U.S. In this case, the gift is deductible against the Canadian source income, subject to U.S. percentage limitations.
For specific information about your international philanthropic goals at the University of Ottawa, please contact us.
Securities can be donated directly to the University to avoid paying the capital gains tax on your investments.
Current legislation in Canada allows you to donate publicly traded securities, mutual funds and bonds to registered charities without having to pay capital gains tax. To avoid paying capital gains tax, the securities must be transferred directly to the University and not cashed first.
Donors benefit from excellent tax incentives.
The tax receipt reflects the value of the shares on the day of transfer to uOttawa.
If a donor’s charitable credits for the year exceed the standard 75% of net income, the donor may carry the excess tax credits forward for up to five years.
To make a gift of securities to the University of Ottawa, contact your broker or financial advisor to initiate the transfer of securities. Then, download and complete our gift of securities form (PDF, 390 KB) and mail, email or fax it to:
University of Ottawa, Development Office
190 Laurier Avenue East
Ottawa, ON K1N 6N5
Email: [email protected]