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Retirement plan assets

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

Make your savings count. Discover 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 Employer Identification Number (EIN) is 23-7054819.
    Please consult your tax or financial advisor for more details

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.

Contact us

Want more information on legacy giving?

Please fill out a form and we will get back to you. Your inquiry will be kept strictly confidential.

Have you already included McGill in your estate plans?

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

Bequests and Planned Gifts

Ways to give

Build on 200 years of academic excellence and ground-breaking research made by McGill. Make your mark on our third century by supporting students, giving to your faculty or funding an innovative project. Here’s how:

Give today

Make a gift online

Donating online is simple and secure. Just fill in our digital form, specifying which area you wish to support.

Give now

Give tomorrow

Support world-class education and cutting-edge research made by McGill. Be the generation that shapes the University of tomorrow. Explore planned giving options tailored to your goals, needs and timeline.

More ways to give

Help us build a better world. Find out about the many ways philanthropy can make a difference. Support deserving students, fund vital research and more.