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:
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Discuss philanthropic strategies that will bring the most value to your charities while also offering the best tax advantages.
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Dive deeper and be more strategic in integrating philanthropic strategies into your estate plan.
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Encourage the whole family to get involved in giving.
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Enrich your knowledge of the charitable sector.
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Conduct effective research based on your aspirations.
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Ensure that your personal wealth goals are shared throughout generations.
A private foundation:
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Can provide great flexibility for donors wishing to take a more strategic and long-term approach to giving.
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Can be structured as trusts or not-for-profit corporations.
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Usually disburses assets to registered charities or other qualified organizations.
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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:
Let’s start planning your one and only legacy now.