King's-Edgehill School | Planned Giving

Planned Giving

A Forever Kind Of Gift For A Forever Kind Of School

Planned Giving is deciding in advance what happens to your estate. Whether it is through a Will Bequest, Life Insurance, Securities & Investments, Real Estate or Memorial donations, a ‘well planned’ gift to KES guarantees your legacy makes a statement about the things that are important to you while ensuring your family and/or estate also receives the benefits of your generosity. A Planned Gift is something everyone can consider regardless of your age and/or financial situation. Some of the benefits of Planned Gifts are:

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

The ultimate goal of Planned Giving is to secure the School's long term financial foundation while providing you a flexible and advantageous way to demonstrate your passion for the School.

Listen to the words of alum, Michal Racek, to learn what a King's-Edgehill School education means to him.

Learn More About The Ways To Give

Planned Giving Guide

Planned Giving FAQ

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.
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.
Can I decide how my contribution is distributed within the School?

Donors often specify their gift be used for a particular area or purpose of the School. Our top priority is to honour these requests assuming the purpose is in line with the School’s overall mission. If you wish to do designate your gift, please contact us for assistance with bequest language.
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.
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.
Should I tell KES that I have left a gift?

Yes. At KES, we would appreciate knowing in advance of your
Planned Gift so that we can recognize your generosity and discuss
your wishes for how your donation will be used in the future.