Generosity rewards planning. Structured well, a charitable gift delivers more to the cause and less to tax — through gifts of appreciated securities, donation timing that works against your income, and legacy structures that keep giving after you've stopped working.
Philanthropy designed with the same rigour as the rest of the balance sheet.
Donating appreciated securities directly can eliminate the capital gain and still earn the full donation credit — the most efficient dollar you can give.
Big income year, big gift year. We schedule donations against sale events, bonuses and dividends so the credit lands where it works hardest.
Giving through the company can create capital dividend account room while supporting the cause — generosity and structure, together.
Bequests, insurance-funded gifts and donor-advised structures that carry your name and your intent past your lifetime.
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