Estate PlanningFamily FoundationsGift PlanningWealth Management

How Donors Choose to Give

By Leanne Kaufman Many Canadians have charitable intentions. In my role, we are seeing a significant increase in clients wanting to learn more about how they can be strategic in their charitable giving in life and in their estates. They not only want to develop a philanthropic strategy, but they …

READ MORE →
CAGP CanadaGift Planning

Canada’s Legacy Giving Revolution: Billions For Charities and We’re Just Getting Started!

By Laurie Fox We have a lot to be proud of when it comes to charitable giving in Canada. As a country, we have a deep-rooted culture of generosity, and it’s now extending beyond our lifetimes. More and more Canadians are embracing the idea of leaving a charitable gift in …

READ MORE →
Corporate PhilanthropyEstate PlanningGift Planning

National Philanthropy Day: BMO Private Wealth Offers Tips for Preparing Heirs

Second volume of the digital magazine explores ways to establish a family culture of stewardship and philanthropy TORONTO, ON–Anticipating a $1 trillion transfer of wealth over the next decade – the largest 10-year wealth transfer in Canadian history (see “A Sudden Windfall”, BMO Wealth Insights, 2018) – BMO Private Wealth …

READ MORE →