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Your legacy. Their future.

We can answer your most frequently asked questions and can explain your options, show you how to capitalize on opportunities available under tax laws to making the arrangements and prepare the paperwork.

Planned giving is a way to support non-profits that enables philanthropic individuals to make larger gifts than they could make from ordinary income.

Some planned gifts use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate. Other planned gifts, such as charitable gift annuities, can provide life-long income to a donor.

A gift everlasting

An endowment is a gift, made in your lifetime or bequeathed in your will, which provides a never-ending source of income to Concordia University. It differs from other types of contributions in that it remains actively invested, allowing the university to draw on it in perpetuity. Financial support is drawn from the income generated by the initial donation and allocated according to the donor’s specifications. The principal remains untouched.

An enduring tribute

Each endowment carries the name of the person or persons for whom it is established. An endowment is a very special and meaningful way to create a permanent remembrance for a loved one, or ensure that your own long-term philanthropic goals will be fulfilled. Funds are used solely for the purpose designated.

Yes! First of all, make sure that Concordia is aware of your bequest. If you have made—or plan to make—a bequest to the university in your will, we invite you to become a member of the Concordia Heritage Society, which has been established to recognize you and promote the importance of planned gifts.


As a Planned Giving donor, you join an exclusive group called the Concordia Heritage Society.

Established to underscore the importance of planned gifts to the university and recognize the generosity of donors, the Concordia Heritage Society hosts periodic gatherings for supporters of higher education.

An understanding of tax laws and how they relate to different asset categories makes it possible to allocate funds to provide for your family and — by significantly reducing your tax burden through a charitable donation — leave room for a meaningful gift to Concordia at relatively little net cost.

If you are a Concordia graduate, were enrolled at Concordia or are a member of a Concordia graduate’s or enrollee’s immediate family, you can give directly to the university and use the Concordia donation receipt when filing your U.S. income tax return.

Speak to your financial advisor or call us at Concordia.

We can help—from explaining your options and how to capitalize on opportunities available under tax laws to making the arrangements and handling the paperwork. Contact us today!

Meet our expert

Me Silvia Ugolini

Me Silvia Ugolini, B.C.L, LL.B, TEP, F.Pl.
Principal Director, Planned Giving

Telephone: 514-848-2424, ext. 8945
Toll free: 1-888-777-3330, ext. 8945

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.

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