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.

1820 Galt West Street
Office 122, Door 2
Sherbrooke, QC
J1K 1H8

Phone : 819 481-5017

© 2024 Philanthropie Estrie. All rights reserved.