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Private Foundation Succession: A Practical Legal Guide to Transitioning to a Donor Advised Fund
Across Canada, many private foundations are reaching an inflection point. Boards are transitioning. Administrative and…
Rethinking Your Investment Policy Statement: The Questions That Matter Most
A discussion guide for boards and leadership teams Why this matters For many charities, the…
Honouring Black Brilliance
This year marks 30 years of honouring Black History Month in Canada. The 2026 national theme, “Honouring Black…
The Future of Charitable Wealth-Building: How Collective Investing is Creating New Possibilities
Charities can-and should-be savvy investors. When organizations have the right tools, they can do more:…
Donor Advised Funds with us versus Private Foundations
Before going to the trouble of setting up your own private foundation, read more about…