Downloadable resources

On this page you can download:

• Our Introduction to Estate Planning, which will give you an overview on why you should consider including philanthropy in your estate plan, and where to start;
• Our Gift and Estate Planning Brochure, which details the many, many ways you can structure your philanthropic giving. Be aware: this one has ALL the details, so it’s definitely for those of you who are sure about why and are just looking at how!
• And last but not least, consider downloading our Sample Will Wording, which you can use in partnership with us and with your professional advisor to ensure your estate plan has exactly what it needs to fulfill your legacy wishes.

Just put your name and email in the box below, and all three options will be available to you for download—take one or all three, whatever you need! And then get in touch. We’d love to answer your questions, share more with you about UBC, and provide any information you need for your personal situation.