PROFESSIONAL ADVISORS
Help your clients leave a legacy
Establish generations of philanthropy with our help
When your clients want to make a significant impact with their charitable giving, our team will work with you to set up an endowment fund that fits their goals. We make the process simple to choose and establish various types of funds, including Donor Advised Funds, with an initial contribution as low as $5,000.
Creating a legacy can benefit the community indefinitely. Whether your clients wish to address urgent community needs, honour a loved one, or support a favourite charity, we’re here to guide at every step to make achieving their charitable goals simple and meaningful.