What's New in Gift Planning

Here, experts and members of the Queen's Gift Planning Advisory Committee share their knowledge regarding strategic philanthropy and financial planning. To read more, visit the Gift Planning Newsletter page.

To get on the mailing list or for any gift planning related inquiries, please contact our Gift Planning Team with your questions or for further information.

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Another Way to Donate from an RRSP or RRIF

In this article, leading expert in charity and not-for-profit law Karen Cooper explains the opportunities for philanthropic donations via RRSP/RRIF assets.

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Another Way to Donate from an RRSP to RRIF (PDF 275KB)  

 

Making the Most of your Gift - Donate Marketable Securities

Rosemary Macklem, BCom'83, and James M.Parks, Law'71, explain the specifics of donating publically listed securities instead of cash.

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Making the Most of your Gift - Donate Marketable Securities (PDF 251KB)  

 

Making Your Gift of Life Insurance

Member of the Queen's Gift Planning Advisory Committee, Joe Pal, provides insight into the ways a gift of life insurance can help donors reach their philanthropic goals while offering tax advantages.

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Making Your Gift of Life Insurance (PDF 159KB)  

 

RRSP or RRIF Donations: Reward a Charity Instead of CRA

Rosemary Macklem, BCom'83, explains how choosing to donate your RRSP or RRIF to the charity of your choice upon death can ensure that your gift is most advantageous for your desired beneficiaries.

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RRSP or RRIF Donations: Reward a Charity Instead of CRA (PDF 437KB)  

 

The Value of Asking the Right Questions

Wealth Specialist, proud alumna, and Queen's parent, Susan Moore, Com'90, suggests key questions to pose to financial advisors to ensure a balance between philanthropic and personal goals while considering income tax advantages.

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The Value of Asking the Right Questions (PDF 211KB)