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Alumni & friends

Alumni & friends

PLANNED GIVING

The smartest investment you might ever make

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

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

Learn more

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 our students and researchers.

PODCAST: What's your legacy?

Hear three experts discuss about charitable giving, family values and ways to impact higher education: Me Troy McEachern, Estate and Trust Lawyer, Partner, Miller Thomson SENCRL; Me Silvia Ugolini, Principal Director, Concordia Planned Giving; Jennifer Gold, Associate Director, Concordia Planned Giving.

“This is my way of giving back.”

Find out why Professor Antonio Costanzo has made a planned gift for the next generation of students.

Decades after Air India bombing, father and husband pays tribute to loved ones

Mahesh Sharma recounts the events of that day and explains how a planned gift to Concordia has allowed him to cherish the beloved memory of his family.

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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