Philanthropy

Create a legacy that reflects your values and beliefs while making the world a better place. At BMO Private Wealth, we work with you to create a tax effective and strategic philanthropic plan to ensure your wealth is safeguarded, while empowering you to make a measurable impact in the world around you.

Specifically, we can help you:

• Leverage a sustainable approach to your philanthropy while maximizing tax and financial benefits
• Create a powerful values-based focus and mission statement for your philanthropy
• Understand what types of charities and projects to support so your wealth enables measurable impact and legacy creation
• Ensure personal wealth and philanthropic goals are shared throughout generations of family