Family Foundations
Helping Families Give with Intention, Transparency, and Structure
Creating a family foundation is a powerful way to formalize giving, preserve legacy, and make an enduring impact. But with that opportunity comes a high level of responsibility, both to your mission and to the regulatory frameworks that govern charitable giving in Canada.
We help families structure their foundations for clarity, compliance, and long-term success. Whether you’re just starting or overseeing an established organization, we provide the accounting, tax, and advisory support needed to stay focused on what matters most: giving back with purpose and confidence.
Our Services Include:
Setup and Structural Support
We help you establish or refine the foundation’s governance and financial systems to align with your giving philosophy.
Financial Oversight and Reporting
Transparent, accurate reporting is critical for CRA compliance, board oversight, and public trust. We support all your reporting needs with precision and discretion.
Tax and Legacy Planning
We collaborate with your legal and estate advisors to ensure your philanthropic efforts align with your family’s broader financial and legacy goals.
Why Family Foundations Choose HW Partners
- Experience supporting family-led charitable entities
- Trusted guidance on CRA rules, transparency, and legacy alignment
- Deep respect for your mission and family values
What clients are saying
HW Partners has been easy to work with, dependable, personable and professional and are always available when we need them. The annual audit process is efficient and timely and their staff is always knowledgeable and well prepared.
Chris Jerome, Treasurer
Habitat for Humanity – National Capital Region
Let’s Talk About Your Foundation
We’re here to support your philanthropic vision with structure, insight, and care.