Gift Planning Newsletter

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


Spring 2021: Engineering an education into success and support

Enjoy learning about how Dr. Douglas Leng supports the Queen's Chemical Engineering Trust Fund by making qualified charitable distributions from his IRA. Read about giving to honour loved ones, legacy endowments, and more.  

United States version: Spring 2021 Queen's Gift Planning Newsletter (PDF, 915 KB)

Also in this edition:

  • The QCD: a tax-wise way to give
  • Giving from the heart
  • Remembering mothers
  • An everlasting gift with 'principal'

Fall 2020: Planning Makes a Difference

Dr. Michael Lynch has had a profound impact in the field of psychiatry, as well as at Queen's. Learn about how Dr. Lynch is helping medical students through the awards he has established and his estate plan. 

Fall 2020 Queen's Gift Planning Newsletter (PDF, 674 KB)

United States version: Fall 2020 Queen's US Gift Planning Newsletter (PDF, 697 KB)

Also in this issue:

  • Gifts of cultural property
  • Choosing your executors

Spring 2020: Building on a Family Legacy

Dr. Michael Lynch reflects on his ancestry and the perseverance and hard work required to succeed in medical school. Learn how Dr. Lynch is helping future medical students with awards established through his estate plans. 

Spring 2020 Queen's Gift Planning Newsletter (PDF, 660 KB)

United States version: Spring 2020 Queen's Gift Planning US Newsletter (PDF, 4,879 KB)

Also in this edition

  • Changes to retirement planning
  • Updating your estate beneficiaries
  • An estate planning checklist

 

 

Fall 2019: Queen's Crest Shines in Denver

Gil Clausen organized a Queen's University stained-glass unveiling event for fellow alumni at the University Club of Denver. Gil is also giving back to Queen's by making Queen's the beneficiary of a Charitable Remainder Trust.

United States version: Fall 2019 Queen's Gift Planning US Newsletter (PDF, 692 KB)

Also in this edition:

  • Charitable Remainder Trusts serve several goals
  • A retirement income you can trust
  • Giving to make a difference

Spring 2019: Planning Makes a Difference

Queen's holds a significant place in the lives of Barrie, BA'62, and Katherine Gilbert, BA'63. Learn more about why they decided to create the Lorraine Gilbert Bursary.

Spring 2019 Queen's Gift Planning Newsletter (PDF 4.4 MB)  

US Version: Spring 2019 Queen's Gift Planning Newsletter (PDF 3.08 MB) 

Also in this edition:

  • The hidden power of gifting life insurance
  • Welcome to Mitchell Hall, Queen's new home of innovation and wellness
  • The new Principal of Queen's is announced

Fall 2018: The Gilberts Are Giving Kids a Shot

Queen's holds a significant place in the lives of Barrie, BA'62, and Katherine Gilbert, BA'63. Learn more about why they decided to create the Lorraine Gilbert Bursary.

US Version: Fall 2018 Queen's Gift Planning Newsletter (PDF 4.63 MB) 

Also in this edition:

  • Why you should switch from a traditional IRA to a Roth IRA
  • A whole new tax world
  • The Royal Legacy Society

Spring 2018: Planning Makes a Difference

In our feature article, Donald Cooper, Com'58, LLD'07, and his wife Ann speak to their passion for education. The couple's legacy of giving in support of black students will help ensure an inclusive Queen's for generations to come. 

Spring 2018 Queen's Gift Planning Newsletter (PDF 13,383KB)  

US Version: Spring 2018 Queen's Gift Planning Newsletter (PDF 462.61 KB) 

Also in this edition:

  • Not-for-profit law expert Karen Cooper explains lifetime giving via RRSP/RRIF tax credit options
  • Two Queen’s professors provide five reasons to maintain an updated will
  • The Ewan Lecture Series, discussing gravitational waves in accessible terms

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. 

Fall 2017 Queen's Gift Planning Newsletter (PDF 3,549KB)  

US Version: Fall 2017 Queen's Gift Planning Newsletter (PDF 6,519KB) 

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.  

Spring 2017 Queen's Gift Planning Newsletter (PDF 784 KB) 

US Version: Spring 2017 Queen's Gift Planning Newsletter (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. 

Fall 2016 Queen's Gift Planning Newsletter (PDF 267KB)

US Version: Fall 2016 Queen's Gift Planning Newsletter (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.

Spring 2016 Queen's Gift Planning Newsletter (PDF 604KB)

US Version: Spring 2016 Queen's Gift Planning Newsletter (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.

Fall 2015 Queen's Gift Planning Newsletter (PDF 3,834KB)

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.

Spring 2015 Queen's Gift Planning Newsletter (PDF 314KB)

US Version: Spring 2015 Queen's Gift Planning Newsletter (PDF 4,003KB)

 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.

Fall 2014 Queen's Gift Planning Newsletter (PDF 601KB)

US Version: Fall 2014 Queen's Gift Planning Newsletter (PDF 5,332KB)

 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.

Spring 2014 Queen's Gift Planning Newsletter (PDF 314KB)

US Version: Spring 2014 Queen's Gift Planning Newsletter (PDF 4,003KB)

Also in this edition: 

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