Getting Started

Defining Philanthropic Mission & Goals

  • Identify donor’s motivations, areas of interests and key philanthropic passions
  • Provide general information on various methods of philanthropic giving
  • Define the right vehicle for your giving needs
  • Establish mission/goals/objectives
  • Facilitate family discussions/workshops to discuss concept of philanthropy, potential roles and responsibilities, key interests

Establishing a Foundation

  • Provide general information on operating a private or public foundation, including government requirements’ and filing processes
  • Refer and coordinate with legal, tax and financial advisors in legally establishing a foundation and establishing government reporting requirements
  • Assist in establishing operating principles of foundation

Setting up Efficient Processes & Tools

Develop appropriate administration tools for effective foundation management:

  • Budget process
  • Granting processes including: assessment, approval, tracking, reporting and evaluation mechanisms
  • Format for Board and committee meetings
  • Communication mechanisms


  • Defining Philanthropic Mission & Goals – $5,000
  • Establishing a foundation, starting from – $7500
  • Operational tools for foundation management – $10,000
  • Complete package, includes all three components above, starting from – $20,000
Fees do not include HST and any travel expenses incurred outside GTA
Packages may be altered to best suit donor/foundation needs
All services are maintained in strictest confidence