Skip to main content

Your money. Your vision.

Explore the planned giving options that provide creative and flexible strategies to achieve your charitable and financial goals.


Through your will, specify an amount, RRSP, RRIF or pension that you would like to leave to Concordia.

When making a bequest, consider how to choose the best asset to donate.

Read our advice column about this option: Your charitable gift can offset estate taxes


Learn how designating registered monies — RRSPs or RRIFs — to a charity in your will can significantly reduce eventual estate taxes.

Publicly listed securities

Donating your shares, bonds or mutual funds to Concordia exempts you from capital gains taxes and you receive a donation receipt equivalent to the entire value of the securities.

Read our advice column about this option: See the fruits of your generosity — today

Download more details on this option:

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.

Life insurance

Name Concordia as the beneficiary to a life insurance policy or assign ownership of a new or existing policy to Concordia.

Download more details on this option: Charitable giving through life insurance

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.

Charitable gift annuities

This vehicle allows you to make a significant contribution while guaranteeing steady retirement income.

Read our advice column about this option: Demystifying charitable gift annuities

Concordia’s planned giving team demystifies charitable gift annuities — a form of planned gift that guarantees fixed income to the donor.

Flow-through shares

If your financial planner or tax advisor has mentioned this tax shelter, you may consider using it to make a significant donation at a relatively low cost.

Download more details on this option: A uniquely Canadian way to give

Stock options

Donating shares resulting from the exercise of stock options can be a convenient and cost-effective way to give for executives.

Charitable remainder trust

Contributions of cash or property to establish a trust can protect assets, provide immediate tax relief, minimize future probate fees and protect against potential challenges to your will.

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.

Back to top

© Concordia University