Charitable Giving

"We make a living by what we get, but we make a life by what we give." - Winston Churchill

A planned approach to giving

When done properly, charitable giving benefits both society and you, the donor. There are various options to consider when making a gift to charity and Paul can help you determine which of these is best suited to your wealth management plan and charitable goals.

Charitable Gift Program

The Charitable Gift Program is designed for individuals and families wishing to support charitable causes in a meaningful way, without the time and cost associated with establishing a private foundation or endowment fund. It is an easy, convenient way to support charitable causes, today and in the future, while receiving important tax benefits. 

Through this program, you can make initial and ongoing contributions to a charitable gift fund managed by the Gift Funds Canada, one of the leading charitable foundations in the country. 

Key features and benefits of the Charitable Gift Program

  • Enjoy simplified, comprehensive administration of your charitable gift fund.
  • Create a lasting legacy of giving by naming grant advisors and successors to your fund.
  • Preferred tax treatments on appreciated securities. 
  • Make recommendations on how account earnings are distributed to the charities of your choice throughout your lifetime and, if desired, in perpetuity. 

The Charitable Gift Program could be ideal if you

  • Need a charitable giving solution that allows you to make a lasting gift, but you prefer to be free of all administrative obligations. 
  • Want to recommend which charities receive grants.
  • Want to take advantage of the tax benefits of a charitable gift fund, including the ability to donate appreciated securities such as shares without paying capital gains tax. 

Building a Philanthropic Plan

Your motivation for giving is personal to you. No matter why you give, your giving should be tailored to your unique circumstances. Charitable giving takes many forms and Paul is happy to explore which method of giving is most appropriate for you, your family, or your business. Learn more about charitable giving by referencing the resource below:

Charitable giving 

Getting Started

Interested in learning more about how charitable giving can be incorporated in your wealth management plan? Contact Paul today for a complimentary consultation.