Charitable giving is often an individual’s way of leaving a thoughtful, lasting legacy. If done strategically, it can also achieve meaningful tax-efficiencies.
We take care to understand the motivations behind the donor's charitable intentions to best ensure their objectives are met.
We often liaise with the intended recipient of the charitable gift to ensure that any funds received in the future honours the intentions of the donor.
We also assist families who wish to take a more active role in their charitable activities, such as by establishing a foundation on their behalf.
We are pleased to help families set up private foundations, donor-advised funds, or provide advice on how to work with the planned giving departments of the charities of their choice.
We are well-versed and can offer opinions on various insurance-based solutions which may be designed to maximize the impact of a donor’s gift.
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