David Ohayon, MFA-P, Philanthropic Advisor
Private foundations require their own boards of directors, who are responsible for governance, grant approvals, and strategic direction. While this offers autonomy, it also demands a high level of involvement, time, and expertise from founders or trustees. Board of Directors change over time and have full power to change the foundation’s orientation, granting policies or even its name.
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In today’s world of complex financial and estate planning, clients often look for strategic ways to maximize their philanthropic impact while ensuring that their charitable giving aligns with their values.
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April 2025
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Anne-Marie Boucher, Board Chair
As families gather around the Seder table this Passover, the familiar melody of Ma Nishtana—the Four Questions—will once again be sung by the youngest voices. “Why is this night different from all other nights?” they will ask. But this year, the question extends beyond the Seder. In Jewish communities around the world, including right here in Montreal, we find ourselves asking: Why is this year different for Jewish giving?
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March 2025
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Kathy Assayag, President & CEO of the JCF
When clients express interest in making a lasting impact through philanthropy, advisors often guide them toward two popular options: setting up a private foundation or a donor advised fund (DAF). While both are powerful vehicles for giving, understanding their differences is essential for tailoring solutions to meet clients’ needs.
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September 2024
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David Ohayon, MFA-P, Philanthropic Advisor
In Canada, foundations play a crucial role in addressing social issues, supporting communities, and driving positive change. When it comes to establishing a foundation, individuals, families, and organizations have two primary options: private foundations or donor advised funds at public foundations (DAF). While both types share a common goal of philanthropy, they differ significantly in various aspects.
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April 2024
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Lizzie Cody, MFA-P, Philanthropic Advisor
Have you ever thought about engaging your family in your philanthropy? There is no better way to explore your shared values and develop your family’s legacy. If your family values and approach to philanthropy is not something you have considered before, now might be the opportune time to start thinking about it.
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February 2024
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Linda Argalgi, CPA, Philanthropic Advisor
In Canada, when an individual or corporation sells marketable securities, this results in either a capital gain or capital loss. In the case of a gain, 50% is taxable. To incentivize giving, an exemption exists which eliminates the tax. Thus, a taxpayer who chooses to donate marketable securities is not required to pay tax on the appreciated capital gain!
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January 2024
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Linda Argalgi, CPA, Philanthropic Advisor
In the realm of benevolence, where compassion meets financial foresight, the Donor Advised Fund (“DAF”) has emerged as a catalyst for impactful giving. A DAF is not just a gift planning tool. It is the key to unlocking a world where generosity meets strategy. In the philanthropic sector, DAFs are emerging as one of the fastest growing and most effective giving vehicles among donors of all sizes.
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December 2023
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Lizzie Cody, MFA-P, Philanthropic Advisor
Do you own real estate? Are you interested in maximizing your philanthropic impact in a tax efficient way? If so, you may want to consider a gift of real es- tate to support your favourite charities.
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