Planned Giving and Charities (Tax)

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