Personal Charitable Foundations

“We make a living by what we get, but we make a life by what we give”
Winston Churchill

A charitable giving program helps you minimize your tax liability and make charitable giving easier.
A Donor-Advised Giving Program is designed to provide you with a strategic and more focused approach to giving. The smarter you are about giving, the bigger a difference you can make.
You get all the advantages of a private foundation without the upfront costs and administrative responsibilities. It is a simple, convenient and smart way to giving that combines immediate tax benefits with the ability to support your favourite charities now and in the future!

Getting started is easy…

5 Easy Steps

1. THE INITIAL GIFT – Decide on how much you’d like to donate. The initial gift to your fund must be at least $25,000

2. MAKE THE DONATION – Your donation may be in cash, stocks, bonds, mutual funds or insurance.

3. NAME YOUR FUND – Decide what you’d like to call your fund. Every time a grant is sent to a charity, your fund’s name will be cited as the source of the gift (unless you choose to grant anonymously or otherwise). e.g. “The Robins Family Charitable Giving Fund”.

4. MAKE YOUR RECOMMENDATIONS – Select from a broad range of investments you want to invest in and which registered charities you wish to receive grants.

5. NAME YOUR SUCCESSOR – You can choose a successor for your Fund. For example, you may choose to name a child or another family member in order to establish a multigenerational tradition of philanthropy.

Each year, your Foundation can grant a minimum of 3.5% of the value of the Fund. This percentage may be changed at any time.


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