For Individuals

Values Based Planning & Advisory Services

Without a written charitable estate plan - carefully documented - the government decides who will receive an inheritance and it can often be subject to an unnecessary tax hit.

Using a process developed specifically for those with philanthropic lifetime interests and 'end of life' intentions, we work with donors and prospective donors to fully understand their financial situation, values towards money, and future legacy objectives – for family, other heirs and the charities they value.

Our mandate: to help donors clarify their personal goals and, where applicable, help them fulfill their philanthropic objectives. This can, on occasion, require a collaborative effort between PhilanthroPlan and a donor’s professional advisory team.