Advise your client

Your vocation in life:

• lawyer?
• notary?
• financial planner?

Your client base has asked you for advice about:

• charitable giving options?
• setting up a private foundation?
• planned giving options?

Philanthropie Estrie facilitates:

• the elaboration of a personalized philanthropic project for each person who would like to make this type of contribution;
• the optimisation of your financial and inheritance aspirations (planned gifts);
• the administration of philanthropic funds and the assumption of all related aspects.