Your time at Ivey had a significant impact on your life and your career. By arranging a planned gift to Ivey, you do more than acknowledge the School’s contribution to your success. Your gift reaches well into the future, helping Ivey stay on the leading edge of teaching and research, and maintain its standard of excellence for years to come.

Planned gifts can allow you to make a substantial gift to Ivey, while also achieving your long-term philanthropic and financial goals. While the simplest and most common way to arrange a gift is through a bequest in your Will, a number of other options are available to meet you and your family’s needs.

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 in a high tax bracket who would like to make a significant future gift while continuing to receive income from their assets.

How does it work?

Establish a charitable remainder trust funded with cash or other assets and designate Ivey as the beneficiary.

What are the benefits?

Immediate charitable tax credit to offset current tax liabilities, fixed income payment for life and reduced estate fees.

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.

The Dr. Frederick W. P. Jones Society

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 by including the School in their will or estate plans.

If you have included Ivey in your estate plans, please let us know. This will help ensure your wishes are properly understood and allows us to say “thank you” during your lifetime. Members will also receive:

  • Exclusive bi-annual communications from the Dean
  • The opportunity to be listed in Ivey’s online donor roll as a member of the Society
  • The opportunity to be listed on Ivey’s lifetime giving lists after gift realization

For more information please contact: Justin Pilon, Associate Director, Major Gifts, 519.661.4161, jpilon@ivey.ca

The information provided is general in nature and not intended to be a substitute for professional legal or financial planning advice. The Ivey Business School encourages all donors who are planning a significant gift to seek independent legal and/or financial planning advice.