Charitable giving allows your wealth to support the causes and communities that matter to you. With thoughtful planning, your generosity can also work alongside your tax, retirement, estate and family goals.
We help turn charitable intentions into a clear, coordinated strategy.
Start with what matters to you
The right giving plan begins with your values. You may want to support:
- Healthcare or medical research
- Education and scholarships
- Local community programs
- Environmental initiatives
- Faith-based organizations
- Arts and cultural groups
- A cause with personal meaning
Understanding why you want to give helps determine how and when your support should be provided.
Give during life or through your estate
You may choose to make gifts today, create a longer-term giving plan or leave a charitable legacy through your estate.
Giving during your lifetime lets you see the impact of your generosity. Estate gifts can support an organization in the future while remaining connected to your wider wealth transfer goals. Some families use a combination of both approaches.
Consider different ways to give
Charitable gifts can take several forms, including:
- Cash donations
- Publicly traded securities
- Gifts through a will
- Life insurance
- Donor advised funds
- A private or public foundation
Coordinate giving with tax planning
Charitable giving tax considerations can affect the timing, size and form of a donation. For example, donating eligible securities may provide different tax results than selling the investment and donating cash.
We help consider charitable giving within your complete financial picture and coordinate with tax and legal professionals when specialized advice is needed.
Involve the next generation
Giving can help families discuss wealth, responsibility and shared values.
Children and grandchildren may participate in choosing causes, reviewing requests or learning how donations create change.
These conversations can make charitable giving part of your family’s legacy—not simply a financial transaction.
Keep your strategy current
Causes, finances and family priorities can change. Regular reviews help ensure your giving continues to reflect your intentions without compromising other goals.
Based in Newmarket, we serve clients across Barrie, King City, Muskoka, Keswick and throughout North Central Ontario.