A Strategic Approach to Planned Philanthropy

When thoughtfully structured, charitable giving can benefit both society and the donor. It allows you to support the causes that matter most—while potentially optimizing your tax position.
It’s a strategic process that aligns your philanthropic goals with your personal, family, and financial priorities—integrating giving into the broader vision of your wealth management plan.

     

At the Nathalie Maheux team, we are committed to helping families integrate philanthropy into their long-term financial vision—ensuring that it is both meaningful and well-planned.

 

RBC Wealth Management, in partnership with Gift Funds Canada (GFC), offers clients a seamless way to integrate philanthropy into their financial plans.
Through the RBC Charitable Gift Program, clients can contribute to a personalized charitable gift fund—named by them, managed by their RBC advisor, and administered by GFC, a registered public foundation recognized by the Canada Revenue Agency.
Established in 2003, GFC specializes in managing and administering charitable gift funds, helping donors grow and sustain their contributions to the qualified causes they care about most.

 

 

Types of planned gifts      

Monetary Donations

One-time or recurring gifts that provide immediate impact and peace of mind

Registered Plans (RSPs, RIFs)

Reduce tax burdens by learning how to use these types of accounts to do so.
 

Publicly Traded or Private Securities

Donate investments instead of cash to benefit from additional tax advantages.

Gifts-in-Kind/ In-Kind Donation

Contribute valuable assets such as artwork or real estate for enhanced tax efficiency.

Bequests

Leave a legacy through your will while preserving benefits for your heirs. You can choose to donate to La Fondation Moisson Beauce, as requested so in your will. There are various ways to prepare and execute your bequest.

Life Insurance

Use personal or corporate life insurance to create a significant philanthropic impact. A strategy for your charitable donations can be executed in various, creative ways.
 

Philanthropic Funds

Establish a donor-advised fund—like a private foundation, without the administrative burden. This ensures a long-term engagement towards the causes that matter to you most.

A Tailored Approach

Every philanthropic journey is unique. We invite you to consult us to ensure your strategy reflects your values, maximizes impact, and aligns with judicial and tax considerations specific to your situation.