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Knowledge endures.

Watch informational and testimonial videos and read tax and charity advice on Planned Giving topics.



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

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.

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

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.

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.

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