Wills and Estates

Planned Giving and Charities

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We advise our clients on planned giving, including the establishment of charitable organizations and public and private foundations. As long-time legal advisors to numerous local and national charities, we have expertise in:

  • establishing and incorporating charitable trusts and corporations, both provincially and federally, whether as private family foundations or public institutions;
  • advising on structuring planned giving on behalf of both institutions and clients who have made significant donations to charitable institutions in Canada and throughout the world;
  • making submissions to governmental authorities on behalf of charities;
  • representing clients who designate cultural gifts to the Canadian Cultural Property Export Review Board; and
  • advising on major gifts of art
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Planned Giving and Charities Team

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