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Supplier Profile - Marilyn Kerfoot Consulting

Marilyn Kerfoot Contact Details:
Marilyn Kerfoot
Charitable Gift Consultant & Lawyer
Apt 503
518 Moberly Road
Vancouver, BC, V5Z 4G3

Tel: (604) 737-0774

Email:  send this supplier an email
Marilyn Kerfoot Consulting
Charitable Gift Consultant & Lawyer
Provides services in: ALBERTA, BRITISH COLUMBIA
Based in: Vancouver & Lower Mainland   Location: Vancouver

Marilyn has worked in estate/gift planning since 1989 as a lawyer in private practice, an advisor with a financial institution, and as a fundraiser for two major Vancouver charities. She has extensive teaching experience, including with the Canadian Association of Gift Planners and the British Columbia Institute of Technology's Fund Raising Certificate Program. Her consulting and legal practice includes the following services:

  • Gift planning programs - assessing readiness, audits, creation and development, legal, tax and technical assistance, marketing strategies, training and education
  • Governance - advising on all aspects of board governance including the development of policies and procedures
  • Endowment programs - general advice and assistance selecting appropriate options for hosting an endowment
  • Philanthropic individuals and families - advice on technical issues, philanthropic opportunities, and assistance in the development of a philanthropic plan
  • General fund development programs - auditing and creating to improve, expand or establish general fund raising programs


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