We provide our high net worth clients with the philanthropic guidance and tools to make sound financial decisions, build their wealth, while making effective and positive change to the causes they care about. We support you every step of the way, from the initial vision and planning through to implementation and ongoing management of your charitable trusts and foundations.
Charitable giving at estate settlement is the way to accomplish your philanthropic goals. There are a number of effective tools and tax-minimization strategies we can show you. You can also make tax-savvy transfers in your lifetime rather than all at estate settlement. A well-planned program of lifetime gifts to family, friends and charities can preserve more of your assets for your heirs and philanthropic causes.
The RBC Charitable Gift Program fulfills a client’s desire to set up a charitable giving program through a foundation structure, but with much less capital, lower set-up costs and less administrative work than a private foundation. My team and I will help you make well-informed decisions and implement a giving plan that benefits you and the recipients of your good will.