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BMO Charitable Fund Program

A simpler alternative to a private foundation

BMO understands that the decision to donate to charity can demand a great deal of your time and resources. With that in mind, the BMO Charitable Fund Program allows individuals who are looking for simplicity, flexibility and efficiency in charitable giving to establish a BMO Charitable Fund Program Donor-Advised Fund (DAF) at the National Philanthropic Trust. BMO has worked in collaboration with the National Philanthropic Trust (NPT) to establish the BMO Charitable Fund Program, a donor-advised fund program that is administered and sponsored by the National Philanthropic Trust, a 501(c)(3), an independently operated public charity serving a national constituency.

Opening a DAF allows you to make a gift today and potentially receive immediate tax and estate planning benefits. Yet the distribution to charitable organizations can be spread over many years. And, as the term "donor-advised" suggests, you can recommend which charities and organizations should benefit from your donor-advised fund and how your donor-advised fund assets should be invested.

For more information about opening a DAF under the BMO Charitable Fund Program, please contact Susanna Poon, Director of Philanthropic Services, at CTC myCFO, LLC at 650.210.5378 or the BMO Charitable Fund Program's philanthropic professionals at NPT directly at 888.344.3454.

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