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Giving requires as much planning as saving and investing. When you decide it’s time to make a difference through giving to a community, cause or institution you’re passionate about, we can help you understand all of your options, and assist you in making informed decisions that are consistent with the kind of impact you want to make.



HOW WE HELP

 


 

We’ll help you put a philanthropic structure in place to create a lasting legacy that can make a difference in your community.

GIVING THROUGH A PRIVATE FOUNDATION

 

A private foundation is the most highly structured and personal form of long-term giving, and the best suited for strategic philanthropy.

 

A private foundation is the most highly structured and personal form of long-term giving, and the best suited for strategic philanthropy.

 

Our Philanthropic Services experts can help establish and manage your foundation, helping you translate your values into a mission statement and program to guide your philanthropic giving.

 

We can also coach you or help you research funding needs and opportunities, evaluate funding proposals, develop granting guidelines, monitor and evaluate your projects, as well as provide financial and administrative services for your foundation.

BMO CHARITABLE GIVING PROGRAM

 

The BMO Charitable Giving Program is a flexible and cost-effective way to customize a philanthropic strategy and to focus your charitable giving to have a lasting impact on the causes that are important to you.

 

The BMO Charitable Giving Program is a flexible and cost-effective way to customize a philanthropic strategy and to focus your charitable giving to have a lasting impact on the causes that are important to you.

 

The BMO Charitable Giving Program allows you to contribute to a fund administered by the Charitable Gift Funds Canada Foundation and is managed by BMO Global Asset Management and BMO Capital Markets through the BMO Nesbitt Burns BluePrint Program. The Gift Funds Canada Foundation is an independent, charitable organization that is registered as a public foundation with the Canada Revenue Agency.

 

The BMO Charitable Giving Program enables you to donate to your designated charities over time, while obtaining the tax savings benefit from those donations today.

GIVING DIRECTLY TO A CAUSE

 

When there is a particular charity you wish to support, we can help assist you so your gift has high impact, and that you receive the appropriate tax benefits.

 

When there is a particular charity you wish to support, we can help assist you so your gift has high impact, and that you receive the appropriate tax benefits.

 

 

Giving can take the form of cash, appreciated stocks, works of art, ecologically significant land, or other assets, and can be made in the donor's lifetime or upon death. However you choose to give, our philanthropy experts will help make it an effective and satisfying experience.

COMMENTARY

COMMENTARY

 


 

 

Canadians want to give, but what’s holding them back?

 

 

 

COMMENTARY

 


 

Canadians want to give, but what’s holding them back?

 

 


OTHER SERVICES

 


 

See how our services can help address your complete financial needs.


CONTACT US

 


 

If you’re not already working with a BMO Nesbitt Burns Investment Advisor, start the conversation today.
We invite you to contact an Advisor in your area. We’re here to help.