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FOUNDATIONS AND NPOS


Nous comprenons parfaitement les enjeux de gérer une Fondation ou une OSBL. A cet effet, An-Lap Vo-Dignard et Ian Provost sont très engagés socialement et siègent sur plusieurs Conseils d’Administrations ou Comités de Placements, dont notamment les C.A. de la Société pour les Enfants Handicapés du Québec, la Fondation Bruny Surin et la Fondation de l’Institut de Cardiologie de Montréal – Comité de Placements. Nous comprenons donc votre réalité et le fait que les sommes confiées à votre organisme comportent un grand devoir de responsabilité.

Investment Committees often gather people with the same cause at heart but with different personalities and risk tolerance levels, and varying levels of understanding or opinions about investment strategies. Some members (or a member) of the Board of Directors, through the Investment Committee, may have the responsibility and the weight of having to make informed decisions for the entire group. We understand your stakes and can help you optimize the overall situation for you and your organization. For instance, we can help you establish a clear framework by formulating together with you a Statement of Policies and Investments, based on ethical investment criteria, or provide a disbursement plan for your annual donations for a minimum of 3.5%. We can also guide you in the setup of an Investment Committee and in many other types of needs you may have.

  • Support for the establishment of ethics screens for your Foundation
  • Portfolio of ethical funds
  • Assistance in implementing a strategy of planned giving, if not yet in place.

In brief, we will act as your organization’s own experienced “External Consultant.”

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CONSULT OUR EXPERTS


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

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