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Retirement plan assets

Make your savings count. Designating McGill as a beneficiary of your qualified retirement plan is a tax-smart and effective solution.

Here’s how you may benefit from including McGill as a beneficiary of your retirement plan assets: 

Reduce estate taxes

Make a strategic choice to minimize estate taxes. Retirement plans are one of the most heavily taxed assets on transfer to the next generation.

Keep control of your assets

Retain ownership and use of the fund during your lifetime. The gift is revocable, so you can amend the beneficiary if your situation changes.

Direct your savings

Ensure your hard-earned savings are put to good use. Speak to our team to explore which projects or areas of the University you wish to support.

Know the essentials

If you’re in Canada:

  • When designating your retirement plan assets, please use "McGill University" or "Royal Institution for the Advancement of Learning" for our legal name
  • Charitable Registration Number for Revenue Canada: 11912 8981 RR0001
  • In Quebec, the designated beneficiary must also be named in the will

If you’re in the US:

  • When designating your retirement plan assets, please use “Friends of McGill University Inc.”
  • Our Tax exempt number for the IRS in the United States is:  23-7054819
    Please consult your tax or financial advisor for more details

Have you included McGill in your estate plans?

Completing a simple form helps McGill ensure your estate plans are carried out, and allows us to express our appreciation during your lifetime.

Download: Confidential Statement of Future Intent 

Legal notes

1. Information on this site is of a general nature and not intended to constitute financial or legal advice. Please consult your income tax, financial and/or legal advisors before arranging a planned gift.

2. All requests for information are confidential.

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