Foundation Management

Professional and Personalized Service

Full service foundation manangement

Setting up a foundation is an exciting time in a family’s legacy evolution. There a number of reasons why you might choose to go down this path. We work with your legal and financial team to help you establish, organize and manage this entity.

Our Process

Discovery → Creation → Implementation → Evaluation & Sustainability

We work with the individual family members to articulate the values, vision and mission that will guide your decision making process and ultimately the way you implement your giving strategy and activate your social capital.

Once you have articulated your vision we build out the business plan for your foundation which may include site visits, your giving calendar, supporting documents and working with your legal and financial advisors to ensure the right vehicle is being used to achieve the social business objectives of the foundation.

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

Press Release:

National Music Centre announces Crossroads series, a cross-cultural exploration of music in Canada

 

Get your copy of the press release here.

Press Release:

This #GivingTuesday Shift the Conversation from Asking to Engaging

Get your copy of the press release here.

Podcast:

Moolala - Does GenZ have the same Philanthropic Sense as their Parents?

 

Image of Bruce SelleryBruce Sellery – author of Moolala 

Video:

Philanthropy 3.0 at TEDxCalgary

Video:

Philanthropy 3.0 at TEDxCalgary

Podcast:

BrainTrust Philanthropy

Listen to the podcast here.

Press Release:

National Music Centre announces Crossroads series, a cross-cultural exploration of music in Canada

 

Get your copy of the press release here.

Press Release:

This #GivingTuesday Shift the Conversation from Asking to Engaging

Get your copy of the press release here.

Podcast:

Moolala - Does GenZ have the same Philanthropic Sense as their Parents?

 

Image of Bruce SelleryBruce Sellery – author of Moolala 

Video:

Philanthropy 3.0 at TEDxCalgary

Video:

Philanthropy 3.0 at TEDxCalgary

Podcast:

BrainTrust Philanthropy

Listen to the podcast here.

Who we are

Karma & Cents™ supports family foundations and family enterprises in attaining their social and legacy objectives by assisting them with Facilitation, Planning, Documentation and the one of a kind Karma & Cents Social Impact Lab

Subscribe to Karma & Cents

The Karma & Cents newsletter provides critical information to keep you updated on a variety of topics around, family enterprise, philanthropy and foundation management, and we are pleased to share it with you!

Our Address

Suite 109 - 5760 9th St. SE
Calgary, Alberta, T2H 1Z9

Telephone

Toll Free:
1 866 936 4483

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©2017, Karma & Cents inc. // Karma & Cents is a registered trademark