Philanthropy

Create a long-lasting difference with your wealth
We work with you to understand your values and help create a philanthropic plan that resonates and brings those values to life.

Measuring the philanthropic impact
Creating a philanthropic plan is about doing good but we also take a strategic approach to ensure that your wealth is safeguarded and you see measurable results.

We help you:

  • Enrich and nurture your knowledge of a charitable sector

  • Conduct effective research based on individual aspirations

  • Help select philanthropic investments geared to make an impact

  • Leverage a sustainable approach, maximizing tax and financial benefits

  • Establish clear results and benchmarks for giving strategies

  • Ensure personal wealth goals are shared throughout generations

Giving through a private foundation
We work with families and help you with your foundation goals. A private foundation is the most highly structured and personal form of long-term giving, and the best suited for strategic philanthropy. We can provide assistance with all related tasks, including CRA charity returns, meeting preparations, recipient charities and tax compliance issues.

BMO Charitable Giving Program
If you want to give back in a significant way and create a legacy this program lets you contribute to a donor advised fund administered by the Charitable Gift Funds Canada Foundation* and managed by BMO Private Investment Counsel Inc. or BMO Nesbitt Burns.

The BMO Charitable Giving Program gives you flexibility in how you manage and execute your charitable giving strategy in a cost-effective manner. You save time because you leave all the administrative responsibilities to the Program’s charitable partner, Gift Funds Canada. You’re relieved from the responsibilities of managing, reporting and making distributions to your qualified charitable beneficiaries. The BMO Charitable Giving Program gives you flexibility in how you manage and execute your charitable giving strategy in a cost-effective manner. You save time because you leave all the administrative responsibilities to the Program’s charitable partner, Gift Funds Canada. You’re relieved from the responsibilities of managing, reporting and making distributions to your qualified charitable beneficiaries.

* The Charitable Gift Funds Canada Foundation is an independent, non-profit charitable organization and is registered as a public foundation with the Canada Revenue Agency. That means you get cost-efficient and tax-maximizing benefits.