Building a legacy of giving that reflects your values and creates meaningful impact.
Thoughtful philanthropy can be a powerful way to express your values and make a meaningful difference in the lives of others. Whether supporting a charitable organization, contributing to a community initiative, or creating a lasting family legacy, we help integrate philanthropic goals into a comprehensive wealth strategy.
Private Giving Foundation
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.
Benefits of giving through Private Giving Foundation:
Tax Efficiency
Eliminate capital gains tax when donating appreciated publicly traded securities. Get one tax receipt for all charitable donations made through Private Giving Foundation.
Simplify Your Giving
Donate now and decide later to eliminate the pressure of selecting charities upfront.
Alternative to Establishing a Foundation
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.
A Legacy of Giving
An easy way to establish a charitable legacy of giving to support the causes that matter to you.
Family Involvement
Unite the family around shared values to make even more of an impact.
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.