How to derive the most satisfaction from what you give
Learn how designating registered monies — RRSPs or RRIFs — to a charity in your will can significantly reduce eventual estate taxes.
There are two ways to make a planned gift through life insurance — by either designating Concordia as the beneficiary of a policy or assigning ownership of the policy to Concordia.
Concordia’s planned giving team demystifies charitable gift annuities — a form of planned gift that guarantees fixed income to the donor.
These are the benefits to making a gift of shares, which include an exemption of the capital gains taxes and a donation receipt for the full value of the shares.
PODCAST: What’s your legacy?
Hear three experts discuss charitable giving, family values and ways to impact higher education: Me Troy McEachern, Estate and Trust Lawyer, Partner, Miller Thomson SENCRL; Me Silvia Ugolini, Principal Director, Concordia Planned Giving; Jennifer Gold, Associate Director, Concordia Planned Giving.
Silvia Ugolini is a member of the Québec Bar, the Canadian chapter of the Society of Trust and Estate Practitioners, the government relations committee of the Canadian Association of Gift Planners, and past member of the Board of Directors of the Institut Québécois de planification financière (2007-2013).
Silvia works with accountants, lawyers, notaries, trust officers, insurance advisors, investment professionals and financial planners to help people attain their personal, commercial and philanthropic objectives. She speaks English, Italian, French and Spanish.