Planned giving is a way to support non-profits that enables philanthropic individuals to make larger gifts than they could make from ordinary income.

Some planned gifts use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate. Other planned gifts, such as charitable gift annuities, can provide life-long income to a donor.

Concordia Heritage Society

As a Planned Giving donor, you automatically join the Concordia Heritage Society, a group of dedicated donors who have committed a planned gift to our students and researchers.

2016 Concordia Heritage Society reception
2015 Concordia Heritage Society reception

Established to underscore the importance of planned gifts to the university and recognize the generosity of donors, the Concordia Heritage Society hosts periodic gatherings for supporters of higher education.

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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