Key Features of the "Legacy of Love" Program:

• Creating a Personalized Legacy:
  We work closely with families to design charitable initiatives that honour the values and dreams of their loved ones. This could include:

  • Setting up charitable foundations, trusts or DAFs.

  • Establishing scholarships or grants in their name.

  • Supporting specific causes or organizations that reflect their values (e.g., mental health, education, community development).

• Turning Taxes into Impactful Giving:
  We help families identify ways to turn estate taxes into opportunities for good. Through strategic philanthropic planning, we ensure that funds that would otherwise go to taxes are redirected to causes that matter, making every dollar count toward something meaningful.

• Customizing Philanthropic Vehicles:
  Whether it’s a Donor Advised Fund (DAF), a private foundation, or other charitable options, we guide you through the best tools to maximize impact while keeping things simple and organized.

• Ongoing Family Involvement:
  Legacy-building is a shared journey. We encourage family members to participate, creating a legacy that is carried forward by future generations. This includes identifying roles for family members in overseeing initiatives, ensuring the memory of your loved one remains a shared and cherished mission.

• Compassionate Guidance Through the Process:
  We understand that grief is personal and complex. Our process is designed to be supportive and compassionate, ensuring the experience of creating a legacy feels healing and purposeful.