Philanthropic Advisory Services
As the largest provider of Philanthropic Advisory Services to private foundations in Canada,
we help clients create meaningful legacies. With innovative solutions to facilitate charitable
intentions, our specialists can help establish, manage and administer private foundations
and donor advised funds. We also provide assistance with planned gifts to individual charities
that satisfy personal, tax, and philanthropic goals.
Our focus is on sophisticated and objective planning in support of true philanthropy. Through
advice, service and working with independent lawyers, accountants and other professional
advisors we deliver strategies that help balance family priorities and support philanthropic goals.
Aqueduct Foundation is a registered public foundation (administered by Scotiatrust) with donor
advised funds. Donor advised funds are personal charitable accounts that enable strategic giving
in support of your various charitable interests. Through smart, flexible philanthropic planning,
Aqueduct Foundation offers opportunities for tax-effective giving that is integrated into estate
plans of varying complexity. Aqueduct Foundation’s donor advised fund model offers unrivalled
flexibility in the choice of charities and timing of gifts, including gifts of capital.
Aqueduct Foundation is committed to creating personal legacies that provide ongoing support
for the donor’s favourite charitable causes. Each legacy fund is named and designed to reflect
the priorities of the founding individual and/or family. Donors are encouraged to include a short
biographical statement to ensure their values and wishes are understood by future generations.
Will and Estate Planning
Where appointed an Executor (Liquidator in Quebec) and/or Trustee under a client’s Will we can
assist in developing an estate plan aligned with a client’s overall goals. We will work with the client’s
lawyer to create the Will and related documents, such as Powers of Attorney (mandate in Quebec)
and trust deeds. We will maintain the documents in safe-keeping and periodically review the plan to
help ensure it continues to meet the client’s needs.
We administer, settle and manage estates and trusts of varying complexity and value in our capacity
as Executor and/or Trustee. In many cases, we work with designated family members to help ensure
the estate is administered in a professional and empathetic manner. In addition, we provide financial
advice, practical support, and guidance to beneficiaries.