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Planned Giving

A forever kind of gift for a forever kind of School.

For generations, King’s-Edgehill School has been shaped by people who believed in the lasting value of a KES education. Through planned giving, alumni, parents, grandparents, faculty, staff, and friends of the School can make a meaningful future gift that supports future generations of KES students.

A planned gift is a way to support the School through your estate plans, will, life insurance, registered funds, securities, or another arrangement. For many donors, it is an opportunity to make a larger and more lasting contribution than may be possible during their lifetime.

Planned gifts to King’s-Edgehill School are stewarded through the Inglis Education Foundation, which was created to receive and manage funds in support of the School’s long-term future, including financial aid and scholarships for KES students.

Helpful Links


The 1788 Fideliter Society

The 1788 Fideliter Society recognizes donors who have made provisions for a future gift to King’s-Edgehill School through the Inglis Education Foundation.

Membership may include those who have arranged a gift through:
  • A bequest in a will
  • Life insurance
  • RRSPs, RRIFs, or TFSAs
  • Publicly traded securities or investments
  • An annuity or trust arrangement
  • Another planned giving vehicle
There are no dues or obligations. Members of the 1788 Fideliter Society are invited to recognition events and, with permission, recognized in KES publications and on the School website.
Why I Give

"We are yesterday's youth whose paths were paved by the generosity of generations before us," he says. "It's now up to us to build that roadmap to develop tomorrow's leaders."

- Daniel Roukema '92

1788 Fideliter Society Members

Michael Baker • Betty Brooks '57 • Marguerite Burns '54 • Sarah Campbell '91 • Lynne Carter '58 • George Cooper '58 • Dwayne and Sarah Crawford • Lady Ann Day '55 • Richard DeMont '82 • Bob '78 and Mary-Anne Fraser • Taylor Freeman '01 • Jonathan Goode '96 • Alexander Hood '51 • Trevor Hughes '78 • Fred Hyndman '58 • Alex and Tannis Jurgens • John Kernaghan '70 • Lesley McCuaig '01 • Bob Morrison '72 and Marg Vloet-Morrison • Richard Oland '79 • Riley Otto '10 • Guy Payne-Staff gift • Roy Proctor • James Publicover and Janet Mitchell • Orville Pulsifer '52 • Marion Riehl '55 • George Rogers, Jr. '71 • Irene Rigold • Daniel Roukema '92 • Marg Rowan '70 • Larry and Kimberley Short '93 • Gary and Jane Smith • Chris and Heather Strickey • Julia Strickey '19 • Penny Taylor • Elizabeth (Betty) Zedren '55

Italics indicate deceased members. 

FAQ

List of 12 frequently asked questions.

  • Do I need to be wealthy to make a planned gift?

    No. Planned giving is not only for major donors. Many people choose to leave a percentage of their estate, name a charity as a beneficiary, or make a future gift through life insurance or registered funds.

  • Can I change my mind later?

    In many cases, yes. Some planned gifts, such as a bequest in your will, can be updated as your circumstances change. Speak with your legal or financial advisor.

  • Should I seek professional advice?

    Yes. KES and the Inglis Education Foundation cannot provide legal, tax, or financial advice. Donors should consult their own professional advisors before making a planned gift.

  • What is an appropriate time to consider a Planned Gift?


    Typically there are a number of momentus events which signal that it is time to organize your estate or Will. Examples of these events are changes in marital status, birth of children, starting a business or buying a home. Any time you create or make changes to an existing Will, this is the perfect time to consider leaving a Planned Gift to KES.

  • Will a planned gift affect my finances now?

    Not always. Some planned gifts, such as a bequest in your will, do not affect your current finances.

  • I would like to include or add KES in my Will. What do I need to do now?

    We recommend that you consult your lawyer to discuss how easy it is to include or add KES to your Will. If you require assistance finding an advisor, the Advancement and Alumni team at KES would be happy to connect you with an expert in the field. 

  • I want to leave a gift to KES. How can I do this and minimize the impact on my family’s inheritance?


    An understanding of tax laws and how they relate to different asset categories makes it possible to allocate funds to provide for your family, reduce your tax burden through a charitable donation and leave room for a meaningful gift to KES at relatively little cost. After providing for the well-being of your family and loved ones, you can then bequeath an amount or percentage of your assets to KES. Speak to your advisor to determine which type of Planned Gift is right for you.

  • How can I get involved in Planned Giving now?


    Speak to your lawyer, estate planner or financial advisor and bring
    along the Sample Bequest language provided. Also, feel free to call
    the Advancement and Alumni Department at KES and we will help
    you get answers to your questions.

  • Can I direct my gift to a specific purpose?


    Yes. Some donors choose to support scholarships, financial aid, or another area that is meaningful to them. Our top priority is to honour these requests assuming the purpose is in line with the School’s overall mission. We recommend speaking with the School in advance to ensure your wishes can be honoured. 
    Heather Strickey
    Executive Director, Strategic Growth
    902-798-2278 ext. 2225
    frederick@kes.ns.ca

  • Am I able to give anonymously?


    Yes. All donors are given the opportunity to remain anonymous. Please notify our Advancement and Alumni team to ensure your wishes are respected.

  • My assets are not in Canada, what should I do?


    FRISBE, Friends of Independent Schools and Better Education, is a U.S. non-profit organization that facilitates gifts to KES from U.S. Alumni, Parents, Grandparents and Friends. If you would like to receive an IRS tax receipt for your contribution to KES or if you reside in a country outside of North America and are interested in making a gift to the School, please contact our Advancement and Alumni Office for more information.

  • Should I tell KES about my planned gift?

    Yes, if you feel comfortable doing so. Letting us know allows us to thank you during your lifetime, understand your wishes, and welcome you into the 1788 Fideliter Society. Any information you share will be treated with care and confidentiality.

The Benefits of Planned Giving

  • Tax advantages for you (and your beneficiaries)
  • Potential to maximize your income
  • A donation option that is uncomplicated
  • The ability to leave a larger donation to the School than you may have thought possible
  • The opportunity to leave your mark on the School long term with little or no financial obligation during your lifetime
  • A meaningful way to affirm the value you place on a KES education by creating an opportunity to pass on the experience to future students 
  • Ready to Start a Conversation? Ready to Start a Conversation?
    If you are considering a planned gift, or if you have already included King’s-Edgehill School in your estate plans, we would be honoured to hear from you. Please connect with us via the contact information below.

    Heather Strickey
    Executive Director, Strategic Growth
    902-798-2278 ext. 2225
    alumni@kes.ns.ca 

Become a Highlander

King’s-Edgehill School is located in Mi'kma'ki, the unceded ancestral territory of the Mi’kmaq People.