Charitable Giving

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We’ll make your money – and its impact – go further by strategizing your donations to balance your long-term financial needs with those of your chosen charities. We take great pleasure in helping make the giving process as simple, cost and tax effective as possible by:

  • Identifying the charities best suited to benefit from your contribution (registered charities, public and private foundations, donor-advised funds)
  • Determining the amount and timing of your gifts
  • Discussing and recommending funding strategies (donation of securities or other assets, use of life insurance, gift annuities, remainder trusts, estate bequests)
  • Assisting in the implementation of your selected donation strategies