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Planned Giving

A forever kind of gift for a forever kind of School.

For generations, King’s-Edgehill School has been shaped by people who believed in the lasting value of a KES education. Through planned giving, alumni, parents, grandparents, faculty, staff, and friends of the School can make a meaningful future gift that supports future generations of KES students.

A planned gift is a way to support the School through your estate plans, will, life insurance, registered funds, securities, or another arrangement. For many donors, it is an opportunity to make a larger and more lasting contribution than may be possible during their lifetime.

Planned gifts to King’s-Edgehill School are stewarded through the Inglis Education Foundation, which was created to receive and manage funds in support of the School’s long-term future, including financial aid and scholarships for KES students.

Helpful Links

The 1788 Fideliter Society

The 1788 Fideliter Society recognizes donors who have made provisions for a future gift to King’s-Edgehill School through the Inglis Education Foundation.

Membership may include those who have arranged a gift through:
  • A bequest in a will
  • Life insurance
  • RRSPs, RRIFs, or TFSAs
  • Publicly traded securities or investments
  • An annuity or trust arrangement
  • Another planned giving vehicle
There are no dues or obligations. Members of the 1788 Fideliter Society are invited to recognition events and, with permission, recognized in KES publications and on the School website.

Why I Give

"We are yesterday's youth whose paths were paved by the generosity of generations before us," he says. "It's now up to us to build that roadmap to develop tomorrow's leaders."

- Daniel Roukema '92


The ultimate goal of planned giving is to secure the School's long-term financial foundation while providing you with flexible and advantageous ways to demonstrate your passion for the School.


Listen to the words of alumnus, Michal Racek, to learn what a King's-Edgehill School education means to him.

FAQ

List of 8 frequently asked questions.

  • What is an appropriate time to consider a Planned Gift?


    Typically there are a number of momentus events which signal that it is time to organize your estate or Will. Examples of these events are changes in marital status, birth of children, starting a business or buying a home. Any time you create or make changes to an existing Will, this is the perfect time to consider leaving a Planned Gift to KES.

  • I would like to include or add KES in my Will. What do I need to do now?

    We recommend that you consult your lawyer to discuss how easy it is to include or add KES to your Will. If you require assistance finding an advisor, the Advancement and Alumni team at KES would be happy to connect you with an expert in the field. 

  • I want to leave a gift to KES. How can I do this and minimize the impact on my family’s inheritance?


    An understanding of tax laws and how they relate to different asset categories makes it possible to allocate funds to provide for your family, reduce your tax burden through a charitable donation and leave room for a meaningful gift to KES at relatively little cost. After providing for the well-being of your family and loved ones, you can then bequeath an amount or percentage of your assets to KES. Speak to your advisor to determine which type of Planned Gift is right for you.

  • How can I get involved in Planned Giving now?


    Speak to your lawyer, estate planner or financial advisor and bring
    along the Sample Bequest language provided. Also, feel free to call
    the Advancement and Alumni Department at KES and we will help
    you get answers to your questions.

  • Can I decide how my contribution is distributed within the School?


    Donors often specify their gift be used for a particular area or purpose of the School. Our top priority is to honour these requests assuming the purpose is in line with the School’s overall mission. If you wish to do designate your gift, please contact us for assistance with bequest language.

  • Am I able to give anonymously?


    Yes. All donors are given the opportunity to remain anonymous. Please notify our Advancement and Alumni team to ensure your wishes are respected.

  • My assets are not in Canada, what should I do?


    FRISBE, Friends of Independent Schools and Better Education, is a U.S. non-profit organization that facilitates gifts to KES from U.S. Alumni, Parents, Grandparents and Friends. If you would like to receive an IRS tax receipt for your contribution to KES or if you reside in a country outside of North America and are interested in making a gift to the School, please contact our Advancement and Alumni Office for more information.

  • Should I tell KES that I have left a gift?


    Yes. At KES, we would appreciate knowing in advance of your
    Planned Gift so that we can recognize your generosity and discuss
    your wishes for how your donation will be used in the future.

The Benefits of Planned Giving

  • Tax advantages for you (and your beneficiaries)
  • Potential to maximize your income
  • A donation option that is uncomplicated
  • The ability to leave a larger donation to the School than you may have thought possible
  • The opportunity to leave your mark on the School long term with little or no financial obligation during your lifetime
  • A meaningful way to affirm the value you place on a KES education by creating an opportunity to pass on the experience to future students 

The 1788 Fideliter Society


THE 1788 FIDELITER SOCIETY celebrates members of our community who choose to shape the future of King’s-Edgehill School through a planned gift. Whether through a bequest, life insurance policy, annuity, securities, or other legacy arrangements, these commitments ensure that the values and opportunities of KES continue to flourish for generations. The society’s name reflects the School’s deep roots and enduring spirit. 1788 marks the founding of King’s College School, the beginning of Canada’s oldest independent school. Fideliter, meaning “faithfulness and loyalty”, honours the proud motto of Edgehill School for Girls. Together, they symbolize more than two centuries of excellence, character, and community. Becoming part of the 1788 Fideliter Society is a meaningful way to leave a lasting imprint on the School’s mission. Members help safeguard the traditions, experiences, and transformative education that define KES, ensuring that future students benefit from the same strength of community that has shaped our past.

This special society will honour those who have made provisions for a future gift to King’s-Edgehill School through a bequest, life insurance policy, annuity, a donation of stocks/securities, a donation of RRSPs/RRIFs/TFSAs or through another trust arrangement. There are no dues of obligations, but as a member of the 1788 Fideliter Society, you will be our guest at an annual recognition event and your name will be listed with other Society members in the KES report, the Alumni magazine, and on the KES website.

1788 Fideliter Society Members

Michael Baker • Betty Brooks '57 • Marguerite Burns '54 • Sarah Campbell '91 • Lynne Carter '58 • George Cooper '58 • Dwayne and Sarah Crawford • Lady Ann Day '55 • Richard DeMont '82 • Bob '78 and Mary-Anne Fraser • Taylor Freeman '01 • Jonathan Goode '96 • Alexander Hood '51 • Trevor Hughes '78 • Fred Hyndman '58 • Alex and Tannis Jurgens • John Kernaghan '70 • Lesley McCuaig '01 • Bob Morrison '72 and Marg Vloet-Morrison • Richard Oland '79 • Riley Otto '10 • Guy Payne-Staff gift • Roy Proctor • James Publicover and Janet Mitchell • Orville Pulsifer '52 • Marion Riehl '55 • George Rogers, Jr. '71 • Irene Rigold • Daniel Roukema '92 • Marg Rowan '70 • Larry and Kimberley Short '93 • Gary and Jane Smith • Chris and Heather Strickey • Julia Strickey '19 • Penny Taylor • Elizabeth (Betty) Zedren '55

Italics indicate deceased members. 

Become a Highlander

King’s-Edgehill School is located in Mi'kma'ki, the unceded ancestral territory of the Mi’kmaq People.