Philanthropy
Because giving is not just sharing capital: it’s passing on values and leaving a lasting impact.
Today, many want their wealth to serve a greater purpose. Yet launching or structuring a philanthropic project can be complex: defining objectives, tax framework, governance, family alignment…
Our role: make your generosity strategic, clear, and sustainable.
Our Approach
- Aligned vision and mission: We help you define a clear mission statement based on your personal, family, or cultural convictions to guide your philanthropic actions.
- Choice of tools: Depending on your commitment and goals, we assist with:
- Setting up a private foundation for long-term structured philanthropy;
Establishing a donor-advised fund (DAF) through the BMO Charitable Giving Program, available from $25,000 and administered in partnership with Charitable Gift Funds Canada. - Tax optimization: These structures allow flexible donation management and immediate tax benefits, while giving time to plan distributions.
- Governance and monitoring: We help you set up solid rules: annual reports, CRA compliance, project selection committees, family involvement, etc.
- Family engagement: We encourage family members to participate and develop a shared
- Philanthropic culture: ensuring continuity and coherence across generations.
Why this approach?
Because well-designed philanthropy connects your convictions to your actions—and builds a living, meaningful legacy while optimizing tax and administrative aspects.
“Give with intention, pass on with impact.”