In keeping with our holistic approach, we also provide advisory services on a consulting basis and through a variety of services and solutions.
Advisory Services
As philanthropic advisors, we work with individuals to develop and explore your goals. We develop vision statements, write biographies for posterity, and provide guidance on effective giving.
Our advisors have worked at charities in senior roles and are well acquainted with the charitable community in Canada.
Service Solutions
We offer a variety of specialized philanthropic solutions, such as Charitable Remainder Trusts (set up either during life or through the Will) and a variety of other future gift and life income gift options.
We facilitate complex gifts, such as bequests by Will, residual interest in real property, real estate, flow-through shares, employee stock option proceeds, holding company property and private company shares.
The following chart outlines some of the major charitable options available. Your personal goals, values and tax planning are the foundations for any charitable giving.
| Charitable Options |
| Gift Amount |
Method of Giving |
Timeframe |
Charitable Vehicle |
| $1 million+ |
- charitable remainder trusts
- securities
- pledge
- bequest
- life insurance
- gift annuities
- real estate |
Immediate, multi-year and future/estate |
- private foundation
- public charity for operating or endowment
- Donor Advised Funds |
| $100-$999K |
- charitable remainder trusts
- securities
- pledge
- bequest
- life insurance
- gift annuities
- real estate |
Immediate, multi-year and future/estate |
- public charity for operating or endowment
- Donor Advised Funds |
| $10-$99K |
- securities
- pledge
- bequest
- life insurance
- gift annuities |
Immediate, multi-year and future/estate |
- public charity for operating or endowment
- Donor Advised Funds |
| $1,000-$9,000 |
- cheque
- credit card
- public securities
- pledge |
Immediate and multi-year |
- public charity for operating purposes |
| $1,000 |
- cash
- cheque
- credit card
- pre-authorized payments |
Immediate |
- public charity for operating purposes |
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
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