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
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.
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.
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