Financial Planner

Published in the spring and fall by the Queen's Office of Gift Planning. Filled with planning information for alumni and friends of Queen's University.

Read profiles of donors, financial advice on estate planning and more in the Gift Planning Financial Planner. To get on the Financial Planner mailing list or for any gift planning related questions, please contact our Gift Planning Team with your questions or for further information.


Fall 2017: Planning Makes a Difference

Learn about master of collaboration and co-founder of the Sudbury Neutrino Observatory, Professor Emeritus, Dr. George Ewan, DSc'05 gift to Queen's in support of the Department of Physics. 

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Fall 2017 Queen's Financial Planner (PDF 3,549KB)  

Also in this edition:

  • Introducing the Spend-Down Fund Giving Option
  • The Value of Asking the Right Questions
 

Spring 2017: Assuring the Future of Queen's

Giving to Queen’s was an easy decision for Catherine Purcell, ArtSci’78, BEd’85, MEd’98 & Michael Purcell, Sc’75. Learn more about their gift of life insurance to the university.  

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Spring 2017 Queen's Financial Planner (PDF 784 KB) 

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US Version: Spring 2017 Queen's Financial Planner (PDF 645KB) 

Also in this edition:

  • Read about Making Your Gift of Life Insurance and A New Home for Your Family Treasures
 

Fall 2016: Making it Personal

Principal Daniel Woolf shares his personal story of leaving a legacy to Queen's.  In the fall of 2016, the Schulich-Woolf Rare Books Collection was unveiled in Douglas Library. 

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Fall 2016 Queen's Financial Planner (PDF 267KB)

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US Version: Fall 2016 Queen's Financial Planner (PDF 645KB)

Also in this edition:

  • Read about four other alumni who have made the decision to remember Queen's.
 

Spring 2016: Giving Back To the Program That Shaped Their Lives

The women of Rehab'70, the first graduating class from the School of Rehabilitation Therapy remain close friends and colleagues and are committed to giving back to their school and their university, both as individuals and as a group.

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Spring 2016 Queen's Financial Planner (PDF 604KB)

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US Version: Spring 2016 Queen's Financial Planner (PDF 645KB)

Also in this edition:

  • Read about donating marketable securities. A gift-in-kind of marketable securities, if properly structured, will benefit from special tax rules that can save you additional tax dollars and reduce the cost of making your gift.

Fall 2015: Hidden Treasures in the Archives

Changes are coming to Canadian Estate rules.  Are you ready?  This article features stories on two families of alumni donors who have supported Queen's Libraries and Archive through generous planned gifts.

Also in this edition:

  • New Charitable Donation Rules are Coming - Are you Ready?
  • Hidden Treasures in the Archives
  • The Library is Alive and Well

Spring 2015: Hooked on Queen's

Read our feature article on donor Dr. Margaret Gibson and the journey that began at Queen's and lead her to create the J Henry Gibson & Muriel Stiver Lecture on Mental Health of our Children ...

Also in this edition…  

  • Taxation Changes Ahead But Testamentary Trusts May Still be an Option Worth Considering
  • Don’t Leave a Legacy in Limbo
  • Queen’s University’s Gift Planning Advisory Committee 

2014 Fall: Queen's Geography Helped Map Her Career

Read our feature article on donor Margaret Aleong and how a journey that started at Queen's inspired her generosity, a love of learning and a career that has taken her all over the world.

Also in this edition…  

  • Donating Securities? Consider Making the Gift Through your Company
  • How to Keep Giving When the Intent Exists But the Mind Fails
  • Queen’s University’s Gift Planning Advisory Committee 

Spring 2014: Nurturing a Family Tradition

Read about Don Travers' family history spanning three generations at Queen's. Don has chosen to honour his mother and grandfather with a legacy gift in support of the arts and campus beautification...

Also in this edition…  

  • RRSP or RRIF Donations: Reward a Charity Instead of CRA
  • Digital Assets: What They Are and Why They Matter