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Gifts of RRSPs or RRIFs

The tax implications of RRSP and RRIF withdrawals can be costly. RRSPs and RRIFs are among the most heavily taxed assets in an estate settlement scenario. Depending on what your financial situation is, it may be beneficial to consider donating your RRSPs or RRIFs, in whole or in part, to the HEC Montréal Foundation during your lifetime or upon your death.

Gifting before death (RRIFs)

Gifting at death (RRSPs/RRIFs)

In Quebec, a charitable organization can be designated as an RRSP or RRIF beneficiary only through the donor’s will or life insurance policy. (Note that certain paperwork must be filled out for an RRSP or RRIF held under a life insurance contract.)

 

Have you made a provision for the HEC Montréal Foundation in your will?

Please let us know about the arrangements you have made.

  • That way, we can thank you personally and acknowledge your generosity through Société Héritage, the aim of which is to recognize all those who have opted to leave a bequest or a gift of life insurance to the HEC Montréal Foundation. You may also choose to remain anonymous, if you wish.
  • You will have the peace of mind knowing that we are aware of your plans and will honour your intentions as efficiently and effectively as possible.

We’re here for you every step of the way!

Mireille Lafond
HEC Montréal 1979
Major and Planned Gifts Director
Member of CAGP and APFF

mireille-c.lafond@hec.ca
514 340-7735

Badreddine Maamar
HEC Montréal 2007
Major and Planned Gifts Advisor
Member of CAGP

badreddine.maamar@hec.ca
514 340-7186

The HEC Montréal Foundation’s CRA registration number is 118924158 RR0001.

Alumni + Foundation > Give now > Planned giving > Gifts of RRSPs or RRIFs