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Gifts while Residing in the U.S.

 

If you are a US citizen, resident, or US taxpayer, you can make a donation to the University of Waterloo and take advantage of a charitable tax deduction.

Tax Benefits for US Residents

Under the Canada-United States Income Tax Convention, a citizen or resident of the United States is entitled to a charitable deduction for gifts to a Canadian university, provided he or she or a family member is or was enrolled at the university. A family member could include spouses, children, grandchildren, parents, and siblings. If you are a Waterloo graduate, or have a family member who is or was enrolled, please make your cheque payable to the "University of Waterloo." In doing so, you will receive a Canadian tax receipt that can be used for US federal tax purposes.*
 
University of Waterloo
Offices of Development & Alumni Affairs
200 University Avenue West
Waterloo, ON  N2L 3G1
Canada

You may also make your pledge online.

If you do not fall into the aforementioned categories, or if you make your gift through a US organization (e.g., Microsoft Corp/EasyMatch Program), you can still make a donation — with tax advantages — through our "Friends of the University of Waterloo Foundation." US corporate and foundation donors should also make their gifts payable to:
 
Friends of the University of Waterloo Foundation
3815 N. Dickerson Street
Arlington, Virginia 22207-2968
U.S.A.

The Foundation will direct your funds to the Waterloo project of your choice, and will provide you with a US tax receipt.

* The University of Waterloo has the status of a 501 (c) (3) organization according to the US Internal Revenue Service. As such, contributions to the university by US citizens (alumni or parents of Waterloo students) are deductible by US taxpayers in the same manner and amounts as if those contributions were made to domestic US charitable organizations.

Types of Gifts by Americans to Canadian Universities

  • Cash contributions
  • Securities and Real Estate
  • Real Estate Situated in Canada
  • Tangible Personal Property
  • Bequests (the most common type of deferred gift)
  • Charitable Remainder Trusts
  • Charitable Remainder Annuity Trust
  • Charitable Remainder Unitrust
  • Gifts of Real Estate with Retained Life Interest
  • Gifts of Life Insurance

For further information, please contact:
Erin Sargeant Greenwood, Associate Vice-President, Annual and Planned Giving
519-888-4567, ext. 38758
esargean@uwaterloo.ca

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