Planned gifts are charitable commitments made by a donor, either during their lifetime or beyond, that are part of their financial or estate plans.
Such gifts are vital to future generations. For donors, they can fulfill a lifelong wish to give back.
Without using resources you need now, or taking away from a loved one’s inheritance, you can make a planned gift with lasting effects. A planned gift enables you to make a more significant contribution than an outright cash donation.
Your planned gift can be designated to the cause of your choosing at Concordia: athletics, library, student support, research and up to 450 other designations. Your gift can be tailored to your interests, your values and your unique stipulations.
Contact our planned-giving team for guidance and options that meet your unique financial needs.
This easy and personalized tool will help you to understand the full impact of your donation.
Giftabulator walks you through the best ways to give with pretax dollars to optimize your savings.
Silvia is a member of the Quebec Bar and the Canadian chapter of the Society of Trust and Estate Practitioners. She helps people attain their personal, commercial and philanthropic objectives.
Telephone: 514-848-2424, ext. 8945
Toll free: 1-888-777-3330, ext. 8945
silvia.ugolini@concordia.ca
Jennifer is a Chartered Financial Analyst and a member of the CFA Institute. She partners with donors and their professional advisors to creatively express core philanthropic values during one’s lifetime and as part of a comprehensive estate plan.
Tel.: 514-848-2828, ext. 8940, or
1-888-777-3330, ext. 8940
jennifer.gold@concordia.ca
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