Gift Planning Newsletter

Canadian newsletter

Queen’s changed the life of members of the Ross and Janson families.  Read about how they give back to help others get the same life-changing opportunity.

Also in this issue:

• How estate planning can be an act of love
• Sharing gifts and values with your family

Canadian version: Spring 2022 Gift Planning Newsletter (PDF, 2 MB)

American newsletter

Read about Dr. John C. F. Simpson, Arts'53, Meds'59, and how Queen's changed his life. Learn about beneficiary designations, and more. 

United States version: Spring 2022: Queen's Gift Planning Newsletter (PDF, 576 KB)

Special Edition: Perfect your portfolio, make a gift

Did you know that by gifting appreciated securities through an optimized donation strategy, you can lower your cost to make a donation? Learn more in this illustrative article written by Mark Skeggs, Com'98, and Chair of Queen's Gift Planning Advisory Committee.

2021 Special Edition Queen's Gift Planning Newsletter (PDF, 215 KB)

Canadian Newsletter: Northern exposure

Read about how Phyllis Durnford plans to attract more nurses to the Canadian north. Learn about the difference between Canadian and American gift and estate tax laws, tax benefits of gifts of securities, and more.

Fall 2021 Queen's Gift Planning Newsletter (PDF, 453 KB)

Also in this edition:

• A spotlight on some of the differences in Canadian and American gift and estate tax laws
• How your gift to Queen’s can help to optimize your portfolio

American Newsletter: Bob Park, Sc'48 1/2

In the United States version of the Gift Planning Newsletter read about how Bob Park never forgot about the Class of Sc'48 1/2. Learn about his post-war journey to Queen's and the support he planned for his class fund through a family trust. 

United States version: Fall 2021 Queen's Gift Planning US Newsletter (PDF, 1.3 MB)

Also in this edition:

• Things to do before 2021 ends
• Could a Charitable Remainder Trust be right for me?
• Four ways to leave a legacy

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'

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

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

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

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

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

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

Also in this edition:

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

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

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.

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.

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

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:

Read our feature article on donor Kathryn 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 

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: