Research & Planning

Helping you plan your legacy for tomorrow and achieve your charitable objectives today

Getting the right data and planning appropriately 

There will always be room for traditional philanthropy – writing cheques and attending galas.  In today’s social finance world, private foundations have the ability to do much more.  Enterprising families want to do much more.  Organizations, whether they be charities or social businesses, want to know that they have pushed the needle on the complex challenges they are addressing.  Bringing these desires and entities together in a Social Impact Lab setting is what we do best.

Working with individuals, families or non-profits who are seeking to prototype a solution to a complex problem, our core group of associates will design a minimum viable product (MVP) solution for you to take to the next level.  Examples of this could be a new program, product or service that would otherwise be too costly to design in-house and that at its core has a social component.

Where has this approach been applied:

  • Designing Giving Portfolios for Family Foundations
  • Designing a service offering for a unique donor base of a community foundation
  • Launching a new non-profit organization
  • Creating a granting multi-stakeholder funding evaluation and disbursement process

Are you ready to take the
next step to Philanthropy 3.0?

Our Address

Suite 210
333, 11th St. SW
Calgary, Alberta, T2R 1L9

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