Find answers below to some of the most commonly asked questions. If you have a different question please don't hesitate to contact us.

  • We have extensive experience facilitating all types of donations (Publicly traded securities, private company shares, life insurance, cash gifts, charitable bequests, registered accounts, etc.).
  • We can help you identify the most tax efficient way to donate.
  • You can create and implement a customized Generosity Plan™ to achieve your philanthropic goals during your lifetime and beyond.
  • You can donate now to receive an immediate tax benefit and recommend how this donation should be disbursed to charity over time.
  • Distributions to your recommended charities can be done anonymously.
  • Donated capital can be invested in one of our socially screened investment options.
  • You can recommend the disbursement of donated capital, earnings from the donated capital or a combination of both to your favourite charities.