TAILORED TO YOU
WE CAN HELP IDENTIFY OPPORTUNITY
What can you do to help in Kawartha Lakes in a lasting way that reflects your interests and celebrates who you are? Uniquely, you are limited only by your imagination.
Our financial team works closely with you to align your values, goals and vision with the community’s needs to make your gift as impactful as possible. Drawing on our knowledge of current community “gaps” and our vast network of charitable organizations, we can help identify opportunities and solutions that will make a difference in the causes that matter most to you.
YOUR PHILANTHROPIC IMPACT
We will maximize your philanthropic impact without the administrative hassle and cost of establishing a private foundation. We offer a suite of options tailored to your needs – your charitable interests, your time horizon, and your degree of involvement.