We will help you achieve philanthropic objectives through a variety of tax-efficient planned giving strategies. Strategic philanthropy can help you make an enduring difference in your community, strengthen family bonds, and minimize taxes.
The BMO Charitable Giving Program
We will help you create a family foundation through a Donor-Advised Fund, triggering a tax-deductible event that reduces your tax liability. This strategy is a convenient, tax-efficient, and cost-effective alternative to establishing a private foundation.
Your donor-advised account will be administered by the Charitable Gift Funds Canada Foundation; an independent, non-profit managed by BMO Private Investment Counsel.
Giving through a Private Foundation
A private foundation is the most highly structured and personal form of long-term giving. We will provide assistance with all related tasks, including Canada Revenue Agency charity returns, meeting preparations, recipient charities and tax compliance issues.