Create a legacy of giving
Add a philanthropic advisor to your support team
A philanthropic advisor from KEA Canada can help you plan your gift-giving by identifying who to support and how, understanding tax-efficient options to fund your charity of choice, and following up on your charitable investments.
We’ve help donors create strategic philanthropic plans that support both the causes and communities they care about and the people they love. We can help you too.
Make a philanthropic advisor from KEA Canada part of your planned giving support team.
Give the gift of a lifetime by including a charitable donation in your will
Who and how you support is up to you. KEA Canada is a trusted third party that can help you identify your priorities and plan your gift giving.
I believe that your obvious passion for the work you do, combined with your experience and incredibly affable and down to earth delivery combine to make a session with you a really affirming experience. May I add that your senses of humour and bouts of laughter were hugely contagious and added immeasurably to the day.
-Suzanne Riverin PhD, Board member, Enliven Cancer Care Muskoka
Support your favourite cause and your family
Many people underestimate the potential impact of their estate. By giving even a small portion of your estate to charity, you can create significant change for the causes and communities you care about, and still support your loved ones. It’s possible to do both. We at KEA Canada are here to guide you through the process of planned giving, no matter where you are on your strategic philanthropic journey.
Find your charity of choice
Whether you have a charity in mind or need to find one, KEA Canada can help you decide who and how to support by identifying your passions, values, and priorities. Our team of dedicated philanthropic advisors will ask questions and leverage our industry connections to introduce you to charities that do work in your area of interest. We can even research options on your behalf, allowing you to remain anonymous until you want to be known.
Identify tax-efficient options for giving
No matter what approach you choose, you want your gift to have the highest impact—for you, your family, and your charity of choice. At KEA Canada, we speak the languages of finance and philanthropy. We will work alongside your financial and tax advisors to support your strategic philanthropy—ensuring and your finances and your heart are rewarded with your planning.
Negotiate donor agreements and recognition
The type of gift you give matters, and there are many options to choose from. With over 30 years in the industry, we know what drives non-profit and charitable organizations. We can help you design your gift in a way that’s most helpful to the recipient, so your charity of choice is able to do the important work it needs to do. We can also suggest appropriate ways to recognize your family’s contribution—now and in the future.