Philanthropic Planning
Through a strategic, process-driven approach, we help clients with complex family needs to translate important personal values into a philanthropic investment in an organization or cause that resonates with their beliefs to make a measurable impact. From planning tangible outcomes through to execution, our goal is to help your family to leave a lasting legacy in the community and foster an ongoing understanding of true wealth stewardship.
Collaborating with BMO Trust Company, we:
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Assist your family with both giving and tax efficiency by diving deeper to be more strategic, integrate philanthropic strategies into your estate plan
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Enrich and nurture knowledge of charitable sector
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Conduct effective research based on your aspirations
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Help select philanthropic investments geared to make an impact
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Establish clear results and benchmarks for giving strategies
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Ensure personal wealth goals are shared throughout generations
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Involve your entire family in charitable goal-setting
Private Foundations
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We can manage or assist with all related tasks, including Canada Revenue Agency charity returns, meeting preparations, recipient charities and tax compliance issues.
BMO Charitable Giving Program