Family philanthropy, environmental and social impact are best achieved when family-defined values are combined with leading practices, good governance and tax optimization. We support individuals and families with personalized, end-to-end solutions for their giving, philanthropy and impact journey.

Our family philanthropy advisors work with individuals, families, family businesses and foundations to support our clients on their philanthropic journey. We respond to such needs as:

Strategy development and legacy planning
Intergenerational engagement
Charity partner due diligence
Applying an environmental, social and governance (ESG) lens to philanthropy
Impact evaluation
Socially responsible investing

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How we can help

Philanthropic values and guiding principles

Our philanthropy and impact advisors will co-create plans and strategies with you based on your unique goals and objectives. To determine your philanthropic values and create guiding principles, we will work together in the following four areas:

Strategy:

Our advisors will help you determine what you can achieve together as a family and/or family business through your philanthropy and impact efforts. Key questions we will explore are: What are the advantages of defined decision-making criteria? What are the advantages of strategic philanthropy?
Learning and development:

The charitable sector in Canada is experiencing a monumental shift which can be seen in both legislative changes and funding practices, including emerging areas such as trust-based philanthropy, decolonization of philanthropy, crypto philanthropy, and more. We keep abreast of these changes and provide relevant information to keep you informed as needed.
Structure:

A family foundation can help you create a lasting philanthropic legacy. Our advisors will help you determine if a family foundation is right for you and your family. We will help you understand the benefits and obligations of a family foundation and examine how you can engage different members and generations of your family.
Operations:

Our advisors will help you navigate what is involved in the grant administration process and assess whether the terms in the grant agreement are appropriate.
Impact evaluation:

It's critical to evaluate and assess how your philanthropic efforts make a difference. We will help you evaluate impact and assess what changed as a result of your donation.

Learning and development

The charitable sector in Canada is experiencing a monumental shift which can be seen in both legislative changes and funding practices, including emerging areas such as trust-based philanthropy, decolonization of philanthropy, crypto philanthropy, and more. We keep abreast of these changes and provide relevant information to keep you informed as needed.

Environmental, social and governance (ESG) considerations

In Canada and globally, there is growing interest in using wealth to make a positive impact on society and the planet through socially responsible investments. Our advisors help you determine how environmental, social and governance (ESG) considerations can be integrated into your family philanthropy and what ESG factors are material to your philanthropic values.

Responsible investing

As you explore responsible investing, we will help you determine how you can have an impact beyond your family philanthropy and whether there is a financial trade-off in your ESG and socially responsible investment portfolio.

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Frequently asked questions (FAQs)

For both family philanthropy and family business philanthropy, our services include strategy development and legacy planning, intergenerational engagement, charity partner due diligence, applying an environmental, social and governance (ESG) lens to philanthropy, impact evaluation; and socially responsible investing.

At KPMG Family Office, families have access to an integrated team of tax, legal and philanthropic specialists who offer trusted, third-party advice based on decades of experience. Our advisors are skilled at facilitating conversations about philanthropy and keeping abreast of relevant legislation and trends in impact investing and philanthropy.

Every family business should have a long-term vision that ensures future generations as well as the community benefit from it. This is where family business philanthropy comes in. Among the benefits of involving the business in philanthropic projects are:

It helps to nurture the family legacy
It helps strengthen the bond between family members across the generations
It involves the next generation who may be the future of the business.

Families and family businesses looking to make a philanthropic impact begin with an analysis of their philanthropic values, which can help to identify their priority issues. Next, they can embark on a learning process to understand the issues, with particular emphasis on learning from the people or communities they're looking to fund. From there, donors are advised to develop a plan to achieve their philanthropic goals. Each family's philanthropic plan is unique and might involve improving the ESG and CSR performance of the operating company, setting up a private foundation, choosing charity partners, and more.