For public, private and family organizations involved in philanthropy, giving back to their communities comes naturally. Building on deeply held values and a desire to be a good steward of resources for those in need, they see the powerful outcomes they can deliver and the legacy they can leave both inside and outside their organizations.
But the world of philanthropy is evolving, with the growing focus on purpose, transparency and impact requiring philanthropic organizations to engage in collaborative processes to make decisions based on a shared vision, objectives and values. At PwC Canada, our philanthropic advisory team can help you navigate all aspects of the philanthropic journey. From building a strategy that includes all of your stakeholders to adopting best practices for governance and communicating your impact, we can help you shape, define and achieve a lasting legacy through philanthropy.
A dedicated team built around your needs
We’ve been serving the not-for-profit, charitable and philanthropic sectors for more than 50 years and offer a range of services to help you be an impactful philanthropist. Our team has strong technical and subject matter expertise in all aspects of philanthropic strategy and can help you build a plan to achieve your goals and deliver sustained outcomes through philanthropy.
By working with us, you’ll have access to more than 800 professionals around the world with the latest insights into philanthropic and environmental, social and governance (ESG) matters. This allows us to draw on global best practices and bring the right professionals to address your issues and find the best solution for your organization.
How we can help
- Vision and values
- Structure and compliance
- Governance, strategy and operations
- Impact, evaluation and reporting
Vision and values
Stakeholder facilitation
External benchmarking
Alignment on philanthropic vision, mission and values
Structure and compliance
Insights into navigating technical requirements such as regulatory matters, charitable registrations, tax and legal compliance filings and record keeping
Structural planning in areas such as donor-advised funds, trust and estates, non-cash charitable gifts and both public and private flow-through shares
Governance, strategy and operations
Governance fundamentals, board dynamics, leadership candidacy and support, succession planning, skills mapping
Strategic and operational planning, operational models and program design and support with grant criteria, grantee guidelines, applications and due diligence for intake processes
Impact, evaluation and reporting
- Key performance indicator/scorecard development, analysis of social return on investment
- Impact investing and ESG integration
- Theories of change, logic models and program evaluation
- Internal controls, annual report development, financial audit and assurance services
Related services
Contact us
Stephanie D. Boldt, CPA, CA
Partner, Tax, Philanthropic Advisory Services, PwC Canada
Tel: +1 780 906 3374
Kaela Crowhurst, CPA, CA, CPA (CO, USA)
Senior Manager, Philanthropic Advisory Services, PwC Canada