Charitable Giving Program — similar to a private foundation, but with significantly less complexity.
Many Canadians choose to make an impact each year by donating their time, expertise, or though monetary donations — there are many reasons and ways to give, and the decision is often personal. Our advisors have always provided philanthropic support to clients. The difference now is that there is a formalized program allowing clients to incorporate philanthropic giving into their overall wealth plan.
The Charitable Giving Program helps clients establish a personalized charitable giving strategy that offers efficiency, control, tax savings and legacy. By using donor-advised funds, you invest, save and make donations to the causes that are most important to you — it’s like having your own charitable foundation.
Click here to learn more about the Charitable Giving Program. Or contact your Assante Advisor — we’re always here to help!