Charitable Giving


A Personal Charitable Giving Program can help you build your philanthropic legacy, supporting the people and things you care about now and in the future.

Make charitable giving part of your plan

If you donate now to some favourite charities, you probably consider how your contributions will be directed and how they’ll be remembered—no doubt you want to make a difference.

  • Do you sometimes wish you had more control of your charitable giving?
  • Have you considered starting your own charitable foundation, but found it too expensive and time-consuming?
  • Are you looking for ways to build a charitable legacy that lasts?

Just like saving for a home, your child’s education or your retirement, you need a plan to help you reach your philanthropic goals. We can assist you in establishing a long-term charitable legacy through your financial security plan.

Simplify charitable giving

Your charitable giving efforts are simplified because your gifts can be consolidated into an easy-to-maintain program. Through this program you can enjoy the experience and legacy of a charitable foundation without the prohibitive costs and complexity. And with a Personal Charitable Giving Program, you can set things up in days, versus the months it takes with a private foundation.

Give perpetually

Give more and give longer. One donation can ensure your gift lives on in perpetuity as it grows and gives annually within a professionally-managed investment portfolio.

Take control

A Personal Charitable Giving Program means flexibility and simplicity. You and your successors can recommend which charities will receive your gift year after year, as well as the assets in which your donations are invested.

Enjoy tax advantages

Contributions to your Personal Charitable Giving Program provide an immediate tax credit.

Eligible assets for donation:

  • Cash
  • Most publicly-traded securities
  • Mutual funds
  • Life insurance policies