Foundations and Charities:
We work with clients who have already established a foundation or charity and require guidance to select activities and programs for their organizations. We assist with fund raising activities and events, grant proposals and submissions, and planned giving strategies.

Clients who wish to establish a foundation or charity:
Our work includes assistance for those clients who wish to establish a foundation or charity. We undertake a discovery process to help identify the mandate of the foundation or charity, and develop marketing strategies to launch and market the foundation or charity. Our services include resources to legal and accounting partners.

Clients who want their donation to have an impact:
Many clients are interested in the outcome of their partnership. They may wish a review of their monetary contribution. Alternatively, they may wish to be directly involved in certain projects or request a progress report regarding ongoing projects or initiatives. We work with our clients to maximize their gifting experience.

Clients who require assistance understanding their level of engagement:
Most donors have a heartfelt desire to donate to or support a cause. Some donors have had a life experience that enables them to quickly identify what organization they wish to contribute to. For others, there are too many organizations and charities to choose from. Consequently, donors will often write a cheque and there is no further involvement by either party. We can assist with more meaningful engagement.

We believe that strategic giving provides the donor with a purposeful use of their money, time or expertise. We want our clients to truly experience the profound joy of giving. Therefore Partners in Philanthropy takes every effort to assure our clients have a positive experience in their own personal giving contribution.