Purposeful Giving
Find the right path to Meaningful Philanthropy
PhilEx leads you on a personalized path to align your values with impactful giving. Experience the joy of meaningful philanthropy and create a lasting legacy that reflects your passions and the causes you care about.
Meaningful Matchmakers
We help you align your passion with impactful causes
PhilEx ensures success for all – donors, advisors, and charities working in harmony.
We're here to make the most meaningful connections happen.
How it works
Six Simple Steps to start giving with purpose
Discover, Connect, and Make a Difference with Purpose-Driven Giving.
PhilEx helps you find charities that reflect your passion and purpose in six easy steps.
The Search
If you have experienced difficulty selecting a charity to support, then you would not be alone. Most people struggle with the ever-ambiguous task of identifying an organization that not only means something to them but also ensures maximum community impact. With 30 years of experience in the charitable sector to draw on, I can effectively uncover who this is for you.
The Discovery
Establishing a lifelong connection between you and the charity of your choice, is of everything Harmonia aspires to achieve. This connection is too important to be just a transactional experience. Allow me to take you through an easy, thought-provoking exercise that will ensure your experience as a donor is nothing short of extraordinary.
The Research
Based on the results of our Discovery phase, Harmonia will conduct the research necessary to identify the charity options you will inherently feel a connection to. The charity profiles I develop will include all of the most important facts and considerations I know are on the minds of donors. I will do all the heavy lifting for you.
The Findings
The ultimate outcome of our time together will be when you select the chairty of your choice based on the results we achieve in steps 2 & 3. By the time we reach this important step, you will undoubtedly have a thoughrough undertanding of the choices in front of you and be in an ideal position to make a decision that feels good to you and your family.
The Connection
This last step involves Harmonia introducing you to the charity you have selected. Not only will this piece of our journey together connect you with your point of contact, this person will facilitate your deeper connection to the charity going forward. You can rest your mind knowing that any future philanthropic investments you make will be greatly valued.
The Impact
Harmonia Philanthropy is dedicated to providing professional advisors with detailed, transparent reports on the impact of their clients' philanthropic contributions, ensuring accountability and measurable outcomes.
Opportunity for Change
We understand philanthropic challenges
Through the PhilEx program, we’re uniting efforts to empower advisors, donors, and communities, creating lasting impact and meaningful change for everyone involved.
Clients of Advisors Need Guidance
Many people find it challenging to identify organizations that reflect their values, foster meaningful connections, and drive lasting change.
Donor Engagement & Retention
Without ongoing donor support, organizations struggle to fulfill their missions, both now and in the future.
Meaningful Solutions for Professional Advisors
Connecting great people with great causes
A Philanthropic Experience
Numerous studies point to the indisputable fact that people who give to others both of their time and resources, feel happier, experience less stress and as a result, live longer! In addition to benefitting from the tax advantages of making a charitable donation, I want to help you feel happier. We can do this together in an easy, affordable and deeply meaningful way.
Imagine the possibilities
Imagine the potential for meaningful change when advisors and Harmonia Philanthropy join forces.
Connect Harmonia to clients looking to make a difference
Introduced to the PhilEx Program by each advisor
Contributions from each client to causes that matter to them
Imagine the meaningful results
Together, we create a ripple effect of positive change in the environment, children’s health, animal welfare, healthcare, social services sectors, and more.
Supporting 150+ charities with positive impact
By working together we make
philanthropy more powerful intentional impactful
Find your meaningful match.
Align your values, maximize your impact, and experience the profound fulfillment of purposeful philanthropy and the most meaningful and impactful ways to give. Your pathway to purpose begins here.
Help Center
Frequently asked questions
Find quick insights to your questions. Need more details? Explore our full guide for deeper understanding.
Philanthropy is the act of giving your resources, time, or knowledge to positively impact individuals and communities across Canada.
PhilEx offers a meaningful process to discover charities that resonate with your values, ensuring your contributions make a meaningful difference.
Yes, any donations you make to a charitable organization in Canada will follow the Canada Revenue Agency's standard receipting guidelines.
Absolutely! PhilEx enables you to learn about diverse causes so you can support the ones that best align with your philanthropic objectives.
Starting is simple! Book a PhilEx discovery call with us and start your journey to finding the perfect match for your donations.
If you have any more queries or need help, please feel free to reach out to us by completing this form.