- Integrity - We act in the best interest of others by providing an honest, consistent experience for our clients and team.
- Personal and Discreet - We offer ultra-high-net-worth individuals a distinctive Family Office experience, seamlessly integrating with TD specialists across private banking, trust and executor services, commercial banking, and TD retail services in one convenient Kitchener location.
- Teamwork - We subordinate our egos to work together for benefit of our clients.
- Passion - We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
- Giving Back - We believe that strong communities are built through small acts of generosity, service, and support.
PGF is the first donor-advised fund launched by a financial institution in Canada, and was founded in 2004 by Jo-Anne Ryan, Vice President, Philanthropic Advisory Services at TD Wealth.
PGF’s goal is to make it easy to establish a charitable legacy of giving and support the causes that matter to donors, who can donate cash or publicly traded securities. PGF may also be named beneficiary of a retirement savings plan or retirement income fund, tax-free savings account, and a life insurance policy. In addition, PGF may be named as a beneficiary of your will.
Funds are invested and grow tax-free, which helps maximize what can be distributed to charities. Donors can grant money from their fund to registered charities of their choice.
Benefits of giving through the Private Giving Foundation
Tax Efficiency- Get a tax receipt upfront. Eliminate capital gains tax when donating appreciated publicly traded securities.
- Donate now and decide later to eliminate the pressure of selecting charities upfront.
- With a minimum irrevocable donation of $10,000, you get the same benefits of establishing a foundation without worrying about the governance and administration of running it.
- An easy way to establish a charitable legacy of giving to support the causes that matter to you.
- Unite the family around shared values to make even more of an impact.