What does it mean to make a Planned Gift?
Arranging a planned gift to Ivey can allow you to pursue your charitable aspirations while achieving your financial goals.
Join the Ivey community of supporters that is helping advance Ivey's mission through planned giving.
Planned Giving Opportunities:
Who should consider this type of gift?
Any donor interested in having an impact on Ivey’s students and faculty.
How does it work?
Defer a gift until after your lifetime by naming Ivey as the beneficiary of a portion of your estate, or of particular assets. More details are available here.
What are the benefits?
Provide a greater level of support to Ivey than may be possible during your lifetime and take advantage of valuable tax credits that will benefit your estate.
Who should consider this type of gift?
Donors who have more insurance coverage than they need, or who wish to make an affordable, yet significant future gift to Ivey.
How does it work?
Purchase a new policy or donate an existing policy by designating Ivey as the owner and/or beneficiary of the policy.
What are the benefits?
Make a large future gift at an affordable cost throughout your lifetime, and receive income tax credits to offset your current or estate tax liabilities.
Who should consider this type of gift?
Donors who have large holdings of appreciated securities and/or mutual funds and wish to make a significant future gift to Ivey.
How does it work?
Designate Ivey as the beneficiary of part or all of the remainder of your retirement assets.
What are the benefits?
Make a significant future gift without diminishing your assets today, and take advantage of valuable tax credits that will benefit your estate.
Who should consider this type of gift?
Senior donors who would like to make a gift to Ivey and supplement their income.
How does it work?
Make an irrevocable contribution to Ivey of at least $30,000 for a gift plus annuity.
What are the benefits?
Receive immediate tax savings and secure a guaranteed stream of income for life.
Named for Ivey’s second Dean (1954-1963) and one of the first bequest donors to Ivey, The Dr. Frederick W. P. Jones Society recognizes Ivey alumni and friends who have made a commitment to Ivey’s future with a planned gift. If you have included Ivey in your estate plans, please let us know. This will ensure your wishes are properly understood and allows us to say “thank you” during your lifetime.
For questions about arranging a planned gift, please contact the Development Team by phone at 519-661-3978 or toll-free at 1-877-483-9896, ext. 93978 or by email at iveyfund@ivey.ca.