Charitable Giving

"We make a living by what we get; we make a life by what we give".
                                                            - Winston Churchill

We help donors and non-profit leaders make informed investment, legal and tax planning decisions regarding their charitable planned giving requests and goals.

Our financial counselors work with portfolio management, legal and accounting professionals to ensure integrated advice that will effectively increase the impact of your giving.


We provide services to:

Individuals/Families

  • Portfolio Manager Selection
  • Portfolio Manager Screening
  • Institutional Pricing
  • Quarterly reporting
  • Gifting through life and critical illness insurance
  • Legal advice and strategies
  • Setting up foundations
  • Tax planning advice
  • Personal tax preparation
  • Financial literacy for recipient charities


Corporations

  • Portfolio Manager Selection and Screening
  • Institutional Pricing and Quarterly reporting
  • Gifting through life and critical illness insurance
  • Legal advice and strategies
  • Setting up non-profit entities
  • Corporate tax planning advice
  • Corporate tax preparation
  • Financial literacy for recipient charities


Non Profits/Foundations

  • Portfolio Manager Selection and Screening
  • Institutional Pricing and Quarterly reporting
  • Structuring large donations
  • Legal advice and strategies
  • Financial literacy for donors
  • Legal contracts and enforcing gifts


Getting Started:.
Contact Alphil Guilaran to book a private and confidential consultation.

Alphil Guilaran, Executive Director
604.620.6630
[email protected]


Legal and Tax Specialists:
Contact us for a confidential list of trusted lawyers and accountants we work with.