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Ways to Give

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What kind of Legacy will you leave?

Since 1954, King’s University has been developing ethical changemakers who lead with integrity and make a positive impact on the world.  By leaving a legacy gift, you help ensure that our students continue to receive a transformative education that prepares them to tackle the challenges of tomorrow. Your generosity will support the next generation of leaders, scholars, and innovators, empowering them to create meaningful change for the greater good. 

The Power of Legacy Giving

Legacy donors are a community of generous individuals who believe in the transformative power of education. By choosing to leave a legacy gift to King’s, you are helping shape the future of education and providing vital support for the students and programs that will tackle tomorrow’s challenges. 

Choosing to make a legacy gift is a deeply personal and impactful decision. At King’s, we are committed to helping you plan a gift that aligns with your values and goals. Our Legacy Gift Planning Team is here to provide guidance, simple tools, and all the information you need to create a meaningful and lasting legacy at King’s University. 

Ways to give

Planned giving offers a flexible and simple way to contribute, no matter where you are in life. You can direct your gift to an area at King’s that matters most to you, or you can allow us to allocate it to the university’s highest priority needs. Here are four popular ways our donors have made legacy gifts: 

A Gift in Your Will

A gift in your will is the most direct way to create a meaningful legacy at King’s.

Here are the most common ways donors include King’s in their will:

  • Residual bequest: a percentage of the remainder of your estate after other specific legacies have been fulfilled.
  • Specific bequest: a specific dollar amount or stated fraction of your estate or a specified gift in kind.
  • Contingent bequest: a gift that is originally intended for other beneficiaries but in the event of their prior passing, is redirected as a charitable donation.
Gift of Appreciated Securities

A gift of securities to King’s University is an attractive option for many donors. By gifting securities instead of cash, you will receive a tax receipt for the full market value of the securities at the time of transfer, and this gift will be exempt from capital gains tax. Please see the gifts of securities authorization form for more detailed instruction.

Gift of Life Insurance

A gift of life insurance is a simple and economical way to leave your legacy to King's University. By making King's the owner of the policy, your premiums can be receipted, offsetting taxes now, or the full policy value can offset your estate taxes and provide extra income to your beneficiaries.

Here are several ways you can make a gift of life insurance:

  1. You can transfer an existing policy that has fulfilled its original purpose to King’s University by changing the ownership and beneficiary designation. A charitable tax receipt will be issued based on the policy’s value at the time of transfer. Any future premium payments are also eligible for a charitable tax receipt. We recommend consulting with your insurance advisor before initiating the transfer.
  2. You can purchase a new life insurance policy with King’s University as the owner and beneficiary. You will continue to pay the premiums and receive a charitable tax receipt for those payments.
Gift of Life Beneficiary

Naming King’s University as the beneficiary of a life insurance policy, RRSP, RRIF, or TFSA enables you to leave a meaningful legacy once your personal and family needs are fulfilled. To designate King’s University as a beneficiary, simply reach out to the institution holding your assets and request the appropriate beneficiary form. For all planned gifts, we highly recommend consulting with your attorney or financial advisor to determine if a charitable bequest is the right option for you.

Donating Stocks and Securities

A gift of publicly traded securities is one of the most tax-effective ways to support King's University, either now or through your will.

Donating shares, bonds, bills, warrants, futures, or units of mutual funds listed on a prescribed public stock exchange directly to King's may eliminate the tax on associated capital gains. If you choose to sell appreciated securities during your lifetime or if these assets are liquidated through your estate, tax must be paid on 50% of the capital gains. Note that the 2024 Federal Budget increased the capital gains inclusion rate for gains realized after June 25, 2024, from 50% to 66.67% on capital gains exceeding $250,000. The capital gains tax advantage also applies to donations of publicly traded shares acquired through employee stock options, if the shares are donated within 30 days of exercising the stock options.

Tax-effective Benefits
  • King’s will issue a donation receipt for the fair market value of your gift of securities, based on the closing price of the securities on the date they are received into King’s brokerage account.
  • By donating securities directly to King’s, your taxable capital gain is eliminated.
  • If your donation exceeds the tax credit limit for the year, the excess credit can be carried forward for up to five years.
  • If you leave securities to King’s in your will, your estate will receive the same tax benefits. Gifts made through your will can be claimed against up to 100% of your net annual income in the year of death and the year prior.

Please see the gifts of securities authorization form for how to donate your stocks and securities.

Corporate Matching Gifts

Double your donation with matching gifts to King’s University.

If you or your spouse work for a matching gift company, your contribution to King’s could have twice the impact.

If your company is eligible, request a matching gift form from your employer, complete it, sign it and send it with your gift. We will do the rest.

Contact Us

Our Foundations team is here to collaborate with you, your family, and your advisors to ensure that your legacy is meaningful, lasting, and a true reflection of your generosity.

Foundations Team

Email: foundation@kings.uwo.ca

Phone: 519-433-3491 or toll free: 1-800-265-4406

Address: King's University College Foundation, 266 Epworth Avenue, London, ON, N6A 2M3

Your gift to King’s University will have a lasting impact on generations of students, helping them make a difference in the world. Thank you for considering King’s in your legacy plans.

Leaving a legacy allows us to give back to an institution that helped shape us as people and as professionals. We were fortunate to go to King’s and to take advantage of what was offered to us. Now we can ensure that others have the opportunity as well.

Tom Peirce and Anne Marie PeirceBA ’82 and BA '84

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