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Charitable giving

You might remember the tax deduction, or having your name displayed on a wall. But you’ll never forget the feeling that comes with making a lasting impact. That’s charitable giving. You get back as much as you give. We can help map an approach for you by focusing on two things: your values and your vision.

The BMO difference

Vision, impact and the power of legacy

You don’t need millions to make a difference. Just a smart plan. We take the time to find out what you’re truly passionate about, so the impact you want is made where you want. This is how we help you and your family achieve that together.

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Create the blueprint

We bring clarity to your vision. Then we design your charitable blueprint by focusing on your values and bringing your vision to life.

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Connect generations

The next generation is crucial to your legacy. We’ll work with you to help them embrace your philanthropic spirit into the future.

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Measure the impact

Where exactly are your contributions going? What impact will they make? We strive to ensure you have the answers to these critical questions.

What to expect

Advancing your family’s charitable mission

Integrating with your overall wealth management plan, our philanthropic advisors will work with you to determine the best way forward for your vision.

  • Philanthropic strategy
  • Giving options—charitable trusts, donor advised funds, sponsored organizations, private and public foundations
  • Charitable entity management and administration
  • Measurement and reporting
  • Impact investments

Insights

Over the next 30 years, it’s estimated that over $30 trillion in financial and non-financial …
OCTOBER 25, 2020
If you think that philanthropy means stuffing checks into postage paid envelopes that arrive in the…
NOVEMBER 26, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Discuss these important tax considerations with your advisor before year-end  We’re o…
OCTOBER 30, 2019 NATHAN BYERS

FAQs

That will depend on what you’re trying to achieve. Identifying your goals first is key to determining an appropriate charitable giving vehicle for you and your family.

Both options offer an immediate income tax deduction in the year of the gift and allow you to distribute the funds over an extended period. But there are a couple of key differences:

  • A donor advised fund offers lower administrative and management fees, more favorable deduction limitations and asset valuations, and no excise tax on investment income.
  • A private foundation provides greater control in the areas of grant making and investing. Private foundations generally have larger balances and have been in existence much longer.

You’ll want to consider a few factors in order to make a desirable impact:

  • Your family’s overall charitable goals
  • Investment considerations such as risk tolerance and asset allocation
  • Important financial considerations, including cash flow and tax implications

Contact us

Call us

1-877-225-3863

Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time

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