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ADVICE ON PHILANTHROPY


The Vo-Dignard Provost Group will help you plan and maximize your philanthropic projects. Just as for any other investments, philanthropy requires rigorous professional planning and execution.

The VP Group will support you in your philanthropic action, whether it’s a one-time action or for the long term. We will help from the time you decide to make a donation, in your choice of the cause if you wish or the choice of a charitable organization, and will be there for its implementation, its monitoring and the measure of your gift’s impact.

We will help you build a long-term strategy that could significantly reduce your estate taxes and ensure continuity in the work of the organizations that you support. We can help you structure your donations optimally to increase their value for the beneficiaries and at the same time yield tax benefits for you and your family. We can help you handle the administrative aspects of important gifts.

If you are interested in any of the following, please contact us for more information:

  • Setup of your own Dedicated Fund or Family Foundation (possible with as little as $100,000)
  • Planned Giving
  • Gifts of Securities : We can beneficially make on your behalf a donation in securities or through mutual funds without triggering taxes on capital gains.
  • Testamentary Bequests
  • Life Insurance : Designating an organization as your beneficiary.

Support for the establishment of ethics screens for your Foundation

Portfolio of ethical funds

Volunteering

Send us your CV! We have several organizations to suggest if you're looking to get involved in volunteering, to provide a volunteering experience for your children, or for team bonding within your company.

Main involvements of the Vo-Dignard Provost Group.

Annual Vo-Dignard Provost Charity Gala, Bruny Surin Foundation, Quebec Society for Disabled Children, VP Drop Zone, Camp Papillon Volunteer Work Day, Circles of Angels (CDA) of the Montreal Museum of Fine Arts, HEC 100 Club (Young Philanthropists Club), MSO - VP Public Rehearsal Series of the Montreal Symphony Orchestra, Montreal Heart Institute Foundation.

Fundraising and involvement for various causes.

We already contribute a great deal of our time and personal finances. However, we can share our know-how and expertise. Thus, we can provide you with proven business plans and strategies for different fundraising formats. We can also help the charitable organizations you care about to set up a planned giving strategy if it's not already in place. 

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CONSULT OUR EXPERTS


Contact us to learn more on the advantages on this tailored approach or to obtain testimonies.

SEE ALSO


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INSURANCE PRODUCTS AND ANNUITIES

It is always relevant to have your existing life insurance policies periodically evaluated to validate that the situation is optimized with respect to your current life cycle stage.

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FINANCIAL PLANNING

The VP Group helps you plan well.
Good financial planning incorporates both an objective and comprehensive analysis of your financial situation and an action plan with recommendations aimed at helping you achieve certain targeted objectives and maximize and transfer your wealth.

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Financing

The VP Group helps you obtain financing. Our team of financing experts works closely with you to analyze your financial situation, identify the best available options, and negotiate competitive interest rates. We guide you through the entire process, from application to approval.