Your money. Your vision.

Bequests

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

Download:

• Suggested bequest language and information to provide your notary, lawyer or estate planner
• Letter of intent to make a bequest to Concordia
• Gift recognition form

A guide to speaking with your financial advisor

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:

• Gifts of shares, a win-win way to give
• Letter of direction to make a gift of securities
• Gift of securities transmittal form

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

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

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.