Charitable giving is a noble pursuit, however are you just writing cheques or do you have a strategic plan for your legacy? We work with individuals and families to help them move from transactional charitable giving to a high impact strategic framework to help maximize and achieve their charitable goals.
What do you want your legacy to be? Utilizing such tax favoured plans as Donor Advised Funds, we work individuals and families on a tax-efficient charitable giving strategy that harmonizes with their broader wealth management plans.
Are you a local charity that would like to better articulate tax advantaged charitable giving strategies to your donors? We can help. We offer no-cost in person or virtual seminars to your donors and assist them in navigating strategic giving concepts to help your charity.
Ed has over 30 years experience in the financial planning industry helping business owners and professionals reach their goals through comprehensive wealth management plans. Ed has been active in volunteer and charity work for the last last three decades, including such organizations as Scouts Canada, St. John's Youth Soccer, The Gathering Place, and Home Again Furniture Bank.
Please reach out with any questions, or to set up a meeting to discuss how you can move from a charitable giving cheque writer to a High Impact Strategic Donor.
Monday - Friday - by appointment
You don’t have to be Bill Gates to have a foundation to give to charity.
What's the most important thing when it comes to philanthropy, or charitable giving?
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