Personal
Business
Wealth
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.
We bring clarity to your vision. Then we design your charitable blueprint by focusing on your values and bringing your vision to life.
The next generation is crucial to your legacy. We’ll work with you to help them embrace your philanthropic spirit into the future.
Where exactly are your contributions going? What impact will they make? We strive to ensure you have the answers to these critical questions.
Integrating with your overall wealth management plan, our philanthropic advisors will work with you to determine the best way forward for your vision.
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:
You’ll want to consider a few factors in order to make a desirable impact:
Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time
Use our easy locator tool to find an advisor who can help you with your wealth management needs.
Find a BMO Investment Services financial advisor
Under $2 million in investible assets
For those above $2 million to $100 million or more in investible assets
Schedule a call with one of our wealth advisors.
All fields are mandatory, unless marked optional.
Search
Wealth