Philanthropy That Reflects Your Values

Whether you're giving back today or thinking about your legacy.

Philanthropy isn't just about giving, it's about strategic impact. Whether you're inspired by a specific cause or simply want to use your wealth for good.

We help you turn good intentions into lasting results that align with your family's values and long-term vision.

Strategic Giving Solutions

From simple charitable gifts to complex family foundations, we guide every aspect of your philanthropic journey.

Donor-Advised Funds

Establish and manage donor-advised funds for tax-efficient giving without the complexity of a private foundation. We handle the administration while you focus on impact.

Private Family Foundations

Structure, setup, and governance guidance for families seeking lasting philanthropic legacy with control and continuity across generations.

Strategic Gifting of Securities

Donate appreciated assets directly to charities, eliminating capital gains taxes while maximizing the benefit to causes you care about.

Family Involvement & Education

Facilitate family discussions around giving priorities, legacy planning, and values — bringing generations together to shape a shared impact strategy.

Many of our clients want to make a difference, they just don't know where to start. We help you turn good intentions into lasting results that reflect your values and create meaningful impact for generations.

Our Philanthropic Planning Process

A thoughtful approach that aligns your giving with your values and financial goals.

1

Discover Your Values

We explore what matters most to you and your family — from specific causes to broader impact goals — creating a foundation for strategic giving.

2

Design Your Strategy

We develop a customized philanthropic plan that maximizes tax benefits while ensuring your giving aligns with your overall wealth management strategy.

3

Implement & Monitor

We handle the administrative details and ongoing management, providing regular reports on impact and ensuring your philanthropic goals remain on track.

Giving That Starts at Home

Philanthropy isn't just something we advise on, it's something we live.

Debbie and her sisters were raised in a family where giving back was important. Their parents established a private family foundation to ensure that legacy would carry forward, allowing future generations to support causes close to their hearts.

Today, Debbie continues that work, serving as a director of the family foundation and on the board of the West Parry Sound Hospital Foundation..

Make Giving a Meaningful Part of Your Plan

We help you align your philanthropy with your goals, family values, and long-term strategy; so your impact lasts for generations and creates the change you want to see in the world.

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