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:
Assist your family with both giving and tax efficiency by diving deeper to be more strategic, integrate philanthropic strategies into your estate plan
Enrich and nurture knowledge of charitable sector
Conduct effective research based on your aspirations
Help select philanthropic investments geared to make an impact
Establish clear results and benchmarks for giving strategies
Ensure personal wealth goals are shared throughout generations
Involve your entire family in charitable goal-setting
Private Foundations
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
This is a flexible and cost-efficient option that helps your family to maximize tax benefits.