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Director and Senior Investment Counsellor
BMO Private Wealth
1340 Pickering Parkway
Pickering , ON
Research from Statistics Canada shows that between 2010 and 2013, the total amount donated by Canadians to charitable or non-profit organizations increased by 14% to $12.8 billion.1 In 2013 alone, the majority of Canadians (82%) made financial donations to a charitable or non-profit organization. In addition to annual donations, many people want to leave a lasting legacy, and cite charitable bequests as an important estate planning goal.
Like many Canadians, making the world a better place and creating a legacy aligned to your personal values, beliefs and convictions is an important wealth planning priority. Establishing a private foundation can help you achieve these priorities and give meaning and structure to your philanthropic goals. It can also help you to pass these values on to your children and grandchildren, by involving them and other family members in your giving strategy and family legacy.
Charitable giving is an important wealth planning consideration for many Canadians. While making a cash donation to charity is a common gifting strategy, Canadians often ask, “How can I do more?” By considering one of the following life insurance strategies, you can often magnify the benefits of your donation dollar compared to a traditional cash donation.
Philanthropy is an important financial planning consideration for many Canadians, and an integral part of their wealth management plan. A Charitable Gift Fund (“donor advised fund”), established through the BMO Charitable Giving Program, allows you to create a flexible and customized philanthropic solution that will have a lasting impact on causes that matter to you and your family.
Philanthropy comes in many forms, and the motivation to a support a charity can come from many places. Learn about the many different ways in which you can maximize your gift for the charities that need it the most