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Planned giving

Make your mark,
leave your legacy.

Planned giving is a way to ensure that the values that matter most to you are passed on to future generations. It is also an opportunity to take advantage of estate planning strategies and tools to make the most of your charitable donation.

Debunking the myths of planned giving

A planned donation is much easier to arrange than you might think. Most of the financial tools involved do not require the services of a professional.

  • The HEC Montréal Foundation will recognize your contribution immediately, rather than when the funds are actually disbursed.
  • A large estate is not necessary to be able to make a donation that has a significant impact.

We would be happy to assist you, whether you’re just starting to the give the matter some thought or you’re further along in the planning process. Our FAQ section is a great place to start.

Your gift can take one of several forms

FINANCIAL ADVISORS

Feel free to reach out to us with your planned giving questions at any time. Putting off the subject can have a detrimental impact on your clients and the community as a whole.

See our guide

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Meet our planned giving committee

The HEC Montréal Foundation planned giving committee was set up in 2009. The volunteers who sit on the committee are alumni, friends of HEC Montréal and donors. They are there to support the Foundation’s work and provide expert insight and advice to the Foundation’s team on life insurance, financial planning, tax considerations and other matters related to planning giving.

Members

  • Jonathan Beauchesne, Private Wealth Manager, Brassard Goulet Yargeau, Integrated Financial Services
  • Pierre Desjardins, Founder and Senior Partner, Chades & associés
  • Louis-Bernard Dubé, Sales Manager and Financial Security Advisor, Industrial Alliance
  • Philippe Dubuc, Financial Security Advisor, Manulife Securities
  • Diane Hamel, Assistant Vice-President, Tax and Estate Planning, Manulife
  • Martin Leblanc, Associate Partner –Tax Planning, Deloitte
  • Karine Précourt, Director, BMO Private Wealth
  • Robert Tozzi, President and Financial Planner, Pactole Financial Strategies
  • Mireille Lafond, Major and Planned Gifts Director, HEC Montréal Foundation

We’re here for you every step of the way!

Mireille Lafond
 HEC Montréal 1979
Major and Planned Gifts Director
Member of CAGP and APFF

mireille-c.lafond@hec.ca
514 340-7735

Badreddine Maamar
 HEC Montréal 2007
Major and Planned Gifts Advisor
Member of CAGP

badreddine.maamar@hec.ca
514 340-7186

Read the digital brochure (in French)

The HEC Montréal Foundation’s CRA registration number is 118924158 RR0001.

Alumni + Foundation > Give now > Planned giving