Philanthropic Initiatives to Strengthen Your Legacy

Strategic philanthropy is a purposeful approach to charitable giving that aligns your values, goals, and resources with meaningful social impact. Rather than focusing solely on donations, strategic philanthropy emphasizes intentional planning by integrating philanthropic initiatives into broader wealth and legacy planning.  

At Our Family Office, we work closely with clients to identify opportunities, develop tailored giving strategies, and implement programs that reflect their vision and priorities. Through this approach, strategic philanthropy becomes not only an expression of generosity but also a tool for driving meaningful, lasting change. We help you make a difference in your community and the world at large, using best practices that can foster a common set of values across generations.

Comprehensive Philanthropy Strategies Specific to Your Values

We help families clarify what they want their philanthropy to achieve, then design structures and practices to ensure giving is effective, sustainable, and tax efficient. Whether you are supporting local causes, contributing to global initiatives, or establishing a family foundation, our role is to bring clarity and alignment. We facilitate thoughtful conversations with families to define their purpose and create a shared vision across generations.

Our Strategic Philanthropy Services

• Mission, Values, and Objective Development: We help our client families discover where their charitable passions lie both individually and as families, and find causes aligned with those values and goals.
• Tax-Effective Gift Planning: We structure charitable contributions for maximum impact while also achieving tax efficiency.
• Foundation Set-Up and Administration: We guide families through the set-up, governance, and administration of private foundations, ensuring long-term success.
• Charity Due Diligence: We evaluate organizational governance, financial health, and program impact to ensure that philanthropic investments align with your values and achieve meaningful, sustainable results.

How Strategic Philanthropy Can Help You

Strategic philanthropy ensures your charitable giving aligns with your personal values and long-term financial goals, creating a meaningful impact while maximizing the tax efficiency of your estate. With careful planning and research, you can support the causes that matter most to you while preserving wealth and strengthening your legacy for future generations. Our team works with you to develop tailored strategies that integrate philanthropy into your overall estate plan, ensuring your generosity not only benefits the causes that mean the most to you but also complements your broader family objectives.

Strategic Philanthropy Strategies for Canada’s Ultra High Net Worth Families

Our Family Office is dedicated to maintaining an unwavering focus on our client families, their long-term wealth preservation objectives, and their overall well-being. To learn more about how we can help you, please contact us at 416-304-9800 or by completing the online form.

Coming Soon: Our Family Office Foundation

We are excited to share that Our Family Office is developing a new initiative—Our Family Office Foundation. This platform will simplify charitable giving for families who want to make a difference without the complexity of managing a private foundation. It will offer a streamlined way to contribute, supported by professional oversight, governance, and reporting. The fees charged will also be lower than other donor advised funds with greater investment opportunities while giving families the freedom to focus on the joy of their impact.