Philanthropy
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Contactez-nousAre you considering taking concrete steps in philanthropy and looking to structure your giving in a thoughtful, sustainable and values-driven way? Whether you wish to support research, education, homelessness initiatives, access to care, the arts or any cause that matters to you, a well-structured philanthropic approach helps maximize your impact.
As part of our Family Office services, Mallette supports you in transforming your desire to give into a clear, well-governed strategy tailored to your reality. Our approach takes into account your objectives, your family situation, your tax considerations and the most appropriate mechanisms to bring your commitment to life.
Mallette’s philanthropic advisory approach
Our approach is to support families, entrepreneurs and organizations at every stage of their philanthropic journey.
1. Clarifying your philanthropic vision
We begin by understanding what drives your initiative. We take the time to identify the causes that matter to you, the values you wish to express through your actions, the type of impact you seek and the timeframe of your project. This step establishes a solid foundation before selecting a structure or implementing more formal actions.
2. Assessing your situation and selecting the appropriate vehicle
Every philanthropic project deserves a structure tailored to its objectives. We analyze your situation, your goals, your desired level of involvement, and the tax, governance and administrative considerations involved. We then help you identify the most appropriate solution, whether it be a donor-advised fund, a foundation or another relevant vehicle.
3. Establishing a governance and compliance framework
The creation of a charitable organization or a foundation (public or private) requires a well-structured framework. We support you in implementing the key elements needed for proper operation, including governance structure, board of directors, roles and responsibilities, administrative requirements, regulatory filings and monitoring mechanisms. Our goal is to provide a clear, credible and well-aligned framework for your ambitions.
4. Supporting the deployment and evolution of your approach
Philanthropy evolves over time, just as families, priorities and projects do. Our experts support you in monitoring and adjusting your structure to ensure it remains consistent, effective and sustainable. We can also assist with ongoing needs related to administration, compliance and reporting.