Make a real difference in the world and experience the personal rewards of shaping a legacy.

We can help you leave a long-term impact on the world, while creating a lasting and meaningful family legacy that reflects your personal beliefs and convictions.

Our strategic, process-driven approach can help you translate your personal values into a philanthropic giving strategy that resonate with your beliefs. We will guide you from the planning stages to executional details to make a measurable impact.

 

To help you take action, we will:

  • Discuss philanthropic strategies that will bring the most value to your charities while also offering the best tax advantages.

  • Dive deeper and be more strategic in integrating philanthropic strategies into your estate plan.

  • Encourage the whole family to get involved in giving.

  • Enrich your knowledge of the charitable sector.

  • Conduct effective research based on your aspirations.

  • Ensure that your personal wealth goals are shared throughout generations.

 

A private foundation:

  • Can provide great flexibility for donors wishing to take a more strategic and long-term approach to giving.

  • Can be structured as trusts or not-for-profit corporations.

  • Usually disburses assets to registered charities or other qualified organizations.

  • Is easy for you – BMO Private Wealth can manage, or assist with, all related tasks, including Canada Revenue Agency charity returns, meeting preparations, recipient charities and tax compliance.

 

The BMO Charitable Giving Program:

  • Gives you flexibility in how you manage and execute your charitable giving strategy cost-effectively.

  • Can help your family maximize tax benefits.

 

Let’s start planning your one and only legacy now.