Charitable Tax Planning

Including charitable giving as part of your overall wealth plan can have many benefits for you, your heirs, and those in your local community or in countries across the world.

If properly integrated, it can provide a tax-efficient means for you to transfer your wealth while supporting a cause that makes a difference to you.

To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help make these philanthropic dreams come true.

For most wealthy families, philanthropy is one of the most rewarding aspects of their wealth and success. While your charitable donations are motivated by your passion for the causes that you donate to, we will ensure that you take advantage of the best tax planning and financial planning strategies to ensure that your donations are made in the most tax-effective manner by providing advice and help in establishing the following:

  • Private Foundations
  • Charitable Trusts
  • Community Foundations
  • Social Enterprises
  • Endowment Funds
  • Investment management services for funds held in any of the above structures