|
As the largest provider of expert philanthropic services to private foundations, our professionals provide expertise for the establishment, ongoing management and administration of private foundations. We support over 420 foundations with over $1 billion in assets.
Building on over 80 years of administering private foundations, we have expertise in set-up and registration of private foundations. We work with you to help bring your vision to life and create a mission statement, granting, and all aspects of foundation administration through our unique “Instant Office” service. Through our investment management partners, we have deep expertise in managing foundation endowments.
A private foundation means you and your family can maintain legal control and direction, potentially over a number of generations. Scotia Private Client Group takes care of the administration duties allowing you to focus on philanthropy with complete peace of mind.
Our Instant Office specialists will:
- Ensure all regulatory requirements are met.
- Work with the investment manager on security record keeping.
- Prepare or assist with the preparation of income tax returns.
- Facilitate all aspects of the grant application and allocation process.
- Provide meeting support.
Further Information
To see how we can work with you and our experts in your area, please contact:
Philanthropic Advisory Services
Scotia Private Client Group
philanthropy@scotiatrust.com
1-866-216-2116
|
