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PHILANTHROPY


When you want to give back, our philanthropic advisors can help you structure your gifts to have a meaningful impact on the organizations you care about.

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WE’RE HERE TO HELP


Our experts are here to help you achieve what matters most to you.
Learn more about our team members and get in touch with one today.

Susanna Poon

Director of Philanthropy Services,
CTC | myCFO

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OUR APPROACH


Our philanthropic advisors can serve as a guide on how to use your wealth to make a positive difference for organizations you care about, and our approach helps you leave a meaningful legacy with lasting impact.
 

Our advisors work with you to design a long-term strategy that may help reduce your estate taxes and further the work of causes you support. We can help you structure your giving to help enhance its value for the recipients, while working toward generating tax advantages for you and your family. We can also manage all aspects of major gift administration.
 

RELATED INSIGHTS


Explore our resources and insights to help you make smarter decisions and help you manage your wealth to its fullest potential.

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CONTACT US


Let’s talk about your wealth management needs.  


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