Philanthropy

Philanthropy is a powerful expression of what matters most to you.

We help you turn your values into meaningful impact. Through thoughtful planning and tailored strategies, we work with you to align your charitable giving with your overall wealth plan, helping you support the causes that matter most to you and your family.

 

 

The Private Giving Foundation is an independent public charity that provides a simple and effective way to support the causes that matter to you. It facilitates giving without the administrative complexities of establishing a foundation.

Getting started

Open a donor advised account

Start with an irrevocable contribution of $10,000 or more to Private Giving Foundation. You can donate cash, public traded securities, or mutual funds. The donated funds are invested in a special class of TD Greystone Private Balance Plus Fund.

Choose your charities and make a grant

You recommend the charities and the amount of the grant. Private Giving Foundation process the grant on your behalf.

Get your statements and annual tax receipt

Private Foundation will take care of the administrative details. You will receive a quarterly statement outlining all of the activity in the account including the market value.

Benefits of using Private Giving Foundation to fulfil your planned gift

  • Ability to donate to various registered charities instead of just one and the flexibility to update your selected charities during your lifetime.
  • You do not have to open a Private Giving Foundation account during your lifetime to establish a planned gift. You can leave instructions in your Will for your executor to follow.
  • Ability to donate with a layer of privacy by donating under "Private Giving Foundation" or establish a legacy by using a family name I.e., "The Smith Family Foundation."
  • You can name a successor for your Private Giving Foundation account so that your successor i.e., children, can decide where do donate to during their lifetime.

Tim – Making sure Patty's legacy lives on

Creating a Legacy

When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.

Frequently Asked Questions