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Alumni & friends

Alumni & friends

PLANNED GIVING

Planned giving provides creative and flexible strategies to achieve your charitable and financial goals.

Choose an area of support that is meaningful to you — from athletics and libraries to student aid and research. We'll help you gain immediate and deferred tax advantages for both you and your heirs.

Get started by seeing the planned giving options available.

As a Planned Giving donor, you'll automatically join the Concordia Heritage Society, a group of dedicated individuals who have committed a planned gift to the university.

Your gift. Your legacy. Your plan.

Download the brochure [PDF]  

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
Telephone: 1-888-777-3330, ext. 8945
Email: silvia.ugolini@concordia.ca

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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