Making it Meaningful

Making a donation to a charitable cause should not be difficult – yet it can be. As individuals and businesses, we sometimes struggle with understanding what the options are; whether or not the organization aligns with our values; and more importantly, whether our philanthropy will have meaningful and measurable impact. Conversely, Canadian charities are constantly challenged by how best to engage and retain the philanthropic interests of donors.

Harmonia can help create meaningful connections between individuals and charities that make it possible for philanthropy to be so much more than a transactional relationship.

Professional advisors
PhilEx Program

Connecting great people with great causes

Charities
Philanthropic Advisory Services

Helping organizations develop strong and sustainable fund development programs

businesses
Corporate Philanthropy Programs

Leading by example and creating a happier and more loyal workforce

Services for

professional advisors

Regardless of whether your expertise includes comprehensive financial planning, tax advice, the provision of personal life insurance, or estate planning, we can help you give your clients what they want…. professional philanthropic guidance.

You may find yourself in situations where as a result of your professional advice, your clients naturally want to discuss their charitable giving options and philanthropic strategies – but you may not be in a position to answer your clients’ questions. Which charity should they support? What does the community impact look like amongst charities? How long has a charity been in existence? What specific needs do they have?

PhilEx can take your clients through a simple and affordable process that not only gets to the heart of what is meaningful to them, but provides a mechanism to track the impact of their philanthropic investments so they feel empowered to do more.

Harmonia Philanthropy

PhilEx Program impact reports

HARMONIA

Aspire to engage donors

and retain their support

CHARITABLE

ORGANIZATIONS

Seek meaningful guidance to

enhance their charitable giving

CLIENTS OF

PROFESSIONAL ADVISORS

Provide a value-added

service to your clients

PROFESSIONAL ADVISORS

Harmonia Philanthropy

Professional Advisors

Provide a value-added service to your clients

Clients of Professional Advisors

Seek meaningful guidance to enhance their charitable giving

Charitable Organizations

Aspire to engage donors and retain their support

Harmonia

PhilEx Program impact reports

Back to the beginning of the cycle

Professional Advisors…

LEARN MORE ABOUT HOW THE PhilEx PROGRAM CAN ENHANCE THE RELATIONSHIPS YOU HAVE WITH YOUR CLIENTS