Strategic Planning for Creative Charitable Solutions

Cultivate Kindness · Simplify Philanthropy · Create Lasting Impact

Philanthropic Advising

Simplifying the Path to Purposeful Giving

Guiding Canadian Charities to be their best. Align their strategic objectives with their values and goals. We transform your vision into impactful action. Our philanthropic advising helps you:

  • Provide general counsel, assess in house readiness, staffing, governance, systems, and ability to attract Donors.

  • Implement stewardship, donor relations, marketing systems that add value to retaining donors and spearheading relationships.

  • Create powerful capital campaigns, annual giving, case for supports, or fundraising to be purposeful and attract donors.

Our personalized approach ensures that every dollar given creates purposeful, measurable change. Together, we’ll craft a roadmap that makes your philanthropic vision a reality for your Donors and for those you support.

Gift Planning

Leave a Lasting Impact for Future Generations

Empowering you to build a philanthropic strategy that stands. We assist individuals, families, and businesses in:

  • Structuring meaningful legacy gifts.

  • Integrating philanthropy into wills and estate plans.

  • Creating foundations to honour your values and mission.

By focusing on your long-term goals, we help ensure your generosity supports causes that matter most to you, even after you’re gone. Let’s work together to make your legacy inspires positive change.

Corporate, Individual, or Family Enterprise Consulting

Creating Legacy Through Impactful Decisions

Elevating your corporate social responsibility. For your businesses, philanthropy is more than just giving back—it’s about creating meaningful connections with the communities you serve. We provide tailored enterprise consulting services to:

  • Develop impactful corporate social responsibility (CSR) strategies.

  • Design and implement volunteer programs for employees.

  • Partner with organizations to align with your company’s values.

We help businesses nurture stronger community ties and leave a legacy of purpose and leadership. Together, we can turn your corporate vision into measurable, community-driven results.

Initial Consultation

Share your vision, goals, and challenges with us during this 30 Minute free session.

Implementation and Support

From advising on donations to managing foundations, we’ll guide you every step of the way.

Consultation Process

Our process is simple, strategic, and impactful. Designed to help you refine your goals and take actionable steps toward impactful philanthropy. Here’s how it works:

Custom Strategy Development

Based on your needs, we’ll craft a tailored plan to maximize the impact of your giving.

Impact Evaluation

We create meaningful change and assess the impact.

Let’s Make an Impact.

We’ll be with you every step of the way.

Frequently Asked Questions

  • A philanthropy advisor provides expert guidance to individuals, families, and businesses to align their charitable giving with their values and goals. They help identify meaningful causes, develop strategies for impactful donations, and ensure that contributions create measurable, lasting change.

  • Philanthropy is the act of giving time, money, or resources to support causes that help improve the lives of others and make a positive impact on society.

  • Setting up a charity in Canada involves:

    • Defining your mission and charitable purpose.

    • Structuring your organization as a nonprofit corporation.

    • Applying for charitable registration with the Canada Revenue Agency (CRA).

    • Establishing governance policies and operational plans.

  • The best strategies for family philanthropy include:

    • Creating a shared family mission and values for giving.

    • Establishing a family foundation or donor-advised fund.

    • Structuring legacy gifts in wills or estate plans.

    • Engaging younger generations in philanthropic decision-making.
      At Hello Impact, we help families create personalized giving plans to achieve their philanthropic goals.

  • Business legacy planning is typically managed by business owners, executives, and corporate social responsibility (CSR) leaders. They often work with philanthropy advisors (like Hello Impact) and legal professionals to develop strategies that align corporate giving with long-term goals.

  • The impact of charitable donations can be measured by:

    • Evaluating tangible outcomes (e.g., lives improved, resources provided).

    • Reviewing reports from supported organizations.

    • Tracking metrics like financial efficiency, project reach, and long-term effects. At Hello Impact, we help donors assess and maximize the impact of their contributions.

  • Philanthropists typically look for alignment with their values and goals, transparency and accountability from organizations, evidence of measurable outcomes, and opportunities to make a lasting difference.

  • Philanthropy services include consulting and support for individuals, families, and businesses in their charitable efforts. These services often include: strategic giving and legacy planning, identifying and evaluating causes or charities, setting up and managing charitable organizations, and impact measurement and reporting.

  • The definition of a GIFT is of your own free will with no strings attached.  Having said this, of course your gift should be and can be directed in a way that satisfied your purpose.  That’s why it is important to know where your hard earned dollars will be used most efficiently.  Direct giving, donor advised, scholarships, endowments, there is a variety of options to suit your needs and financial situation.  Some are more appropriate than others, so let’s talk.

  • This could be you!! Measurement of a gift is a very unique relationship between the Donor and the Recipient.  The value equates into dollars, and impact.  Sometimes the smaller gifts, given with meaningful impact, far outweighs the dollar.  It isn't just a transaction… it’s a feeling.