Find the right path to meaningful philanthropy
PhilEx leads you on a personalized path to align your values with impactful giving. Experience the joy of meaningful philanthropy and create a lasting legacy that reflects your passions and the causes you care about.
Meaningful matchmakers
We help you align your passion with impactful causes
PhilEx ensures success for all: donors, advisors and charities working in harmony. We’re here to make the most meaningful connections happen.
Individual donors
Discover a deeply tailored approach to your philanthropy.
Professional advisors
Expand and enrich your service offerings.
Charitable organizations
Get the support you need to keep your mission thriving.
How it works
Six simple steps to start giving with purpose
PhilEx helps you find charities that reflect your passion and purpose in six easy steps: discover, connect, and make a difference.
Step 1 of 6
The Search
If you have experienced difficulty selecting a charity to support, then you would not be alone. Most people struggle with the ever-ambiguous task of identifying an organization that not only means something to them but also ensures maximum community impact. With 30 years of experience in the charitable sector to draw on, I can effectively uncover who this is for you.
Step 2 of 6
The Discovery
Establishing a lifelong connection between you and the charity of your choice is at the heart of everything Harmonia aspires to achieve. This connection is too important to be just a transactional experience. Allow me to take you through an easy, thought-provoking exercise that will ensure your experience as a donor is nothing short of extraordinary.
Step 3 of 6
The Research
Based on the results of our Discovery phase, Harmonia will conduct the research necessary to identify the charity options you will inherently feel a connection to. The charity profiles I develop will include all of the most important facts and considerations I know are on the minds of donors. I will do all the heavy lifting for you.
Step 4 of 6
The Findings
The ultimate outcome of our time together will be when you select the charity of your choice based on the results we achieve in steps 2 and 3. By the time we reach this important step, you will have a thorough understanding of the choices in front of you and be in an ideal position to make a decision that feels good to you and your family.
Step 5 of 6
The Connection
This step involves Harmonia introducing you to the charity you have selected. Not only will this piece of our journey together connect you with your point of contact, this person will facilitate your deeper connection to the charity going forward. You can rest your mind knowing that any future philanthropic investments you make will be greatly valued.
Step 6 of 6
The Impact
Harmonia Philanthropy is dedicated to providing professional advisors with detailed, transparent reports on the impact of their clients' philanthropic contributions, ensuring accountability and measurable outcomes.
Client experiences
Inspiring journeys
The true reflection of our purpose lies in the stories of those who have joined us on this meaningful path.
Opportunity for change
We understand philanthropic challenges
Through the PhilEx program, we’re uniting efforts to empower advisors, donors and communities, creating lasting impact and meaningful change for everyone involved.
Clients of advisors need guidance
Many people find it challenging to identify organizations that reflect their values, foster meaningful connections and drive lasting change.
Donor engagement and retention
Without ongoing donor support, organizations struggle to fulfill their missions, both now and in the future.
For professional advisors
Connecting great people with great causes
A philanthropic experience
Numerous studies point to the fact that people who give to others, of their time and resources, feel happier, experience less stress and, as a result, live longer. In addition to the tax advantages of making a charitable donation, I want to help your clients feel happier. We can do this together in an easy, affordable and deeply meaningful way.
Book an advisor call
Imagine the possibilities
Imagine the potential for meaningful change when advisors and Harmonia Philanthropy join forces.
- 10advisors connect Harmonia to clients looking to make a difference
- 15donors introduced to PhilEx by each advisor
- $10,000contributed by each client to causes that matter to them
- $1.5 millionfor 150+ charities making a positive impact
An illustration, not a forecast. Together, we create a ripple effect of positive change across the environment, children’s health, animal welfare, healthcare, social services and more.
By working together, we make philanthropy more powerful, more intentional, more impactful.
Find your meaningful match
Your pathway to purpose begins here
Align your values, maximize your impact, and experience the fulfillment of purposeful philanthropy.
Frequently asked questions
What is philanthropy?
Philanthropy is the act of giving your resources, time, or knowledge to positively impact individuals and communities across Canada.
How can PhilEx assist me?
PhilEx offers a meaningful process to discover charities that resonate with your values, ensuring your contributions make a meaningful difference.
Are donations tax-deductible?
Yes. Donations you make to a registered charity in Canada are receipted under the Canada Revenue Agency's standard guidelines.
Can I support a specific cause?
Absolutely! PhilEx enables you to learn about diverse causes so you can support the ones that best align with your philanthropic objectives.
How do I take advantage of PhilEx?
Starting is simple. Book a PhilEx discovery call with Lois and start your journey to finding the perfect match for your donations. Book a discovery call.
Need more help?
If you have more questions, please send us a message and we’ll get back to you.