Starting a Foundation
Looking to set up a private foundation? PFC offers a guide to help you and your family through the most important questions that you may have. Once a decision is made, the registration and incorporation steps can be handled with assistance from lawyers specializing in nonprofit law.
If you are interested in starting a charity that functions as a fundraising foundation, we suggest that you consult the information available from Imagine Canada, the organization for charities and nonprofits in Canada, or the CRA website.
Starting a Foundation: A Guide for Philanthropists
4th edition, revised 2019
This popular guide addresses personal and practical questions for would-be philanthropists to help them decide on the option of starting a foundation of their own.

Doing Good for Business: The inclusion of philanthropy in the Canadian professional advisors’ business practice
September 2018
CAGP and PFC have partnered on a new publication of case studies to follow up on the publication The Philanthropic Conversation. This publication features stories of professional advisors who are taking on meaningful philanthropic conversations with their clients.

The Philanthropic Conversation: A Guide For Professional Financial Advisors
February 2016
This guide provides advice for professional financial advisors to guide them in their philanthropic discussions with clients. Based on a series of articles inspired by a unique Canadian research study: The Philanthropic Conversation: Understanding Financial Advisors’ Approaches and High Net Worth Individuals’ Perspectives.

CRA Resources
Looking to register a charity or foundation? Canada Revenue Agency (CRA) charities and giving section on their web site contains information and resources for applying and managing a registered charity as well as resources for donors.