If making the world a better place is important to you, BMO Nesbitt Burns can help you achieve philanthropic objectives through a variety of tax-efficient planned giving strategies. There are a number of options to choose from, such as giving cash, securities or a life insurance policy, designating a charity as your beneficiary, or bequeathing assets through your will.

Whatever your philanthropic desires may be, Nadine can help you implement a rewarding solution that is fully aligned with your overall wealth management priorities.

BMO Nesbitt Burns Charitable Giving Program

Nadine Meek, Wealth Advisor, can work with you and a local community foundation to help you make informed charitable giving decisions.

A donor advised fund with a community foundation is a convenient, tax-efficient, and cost-effective alternative to establishing a private foundation. With as little as $25,000, you can enjoy all the advantages of running your own foundation, with virtually none of the administrative responsibilities.