Like many Canadians, you want to help make the world a better place, and create a legacy that reflects your personal values, beliefs and convictions. It is more than charitable giving, which is intended to provide relief to a situation. Philanthropy is a long-term activity, aimed at getting to the root causes of a problem in order to have a lasting impact.

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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 contribute to a fund administered by the Charitable Gift Funds Canada Foundation and managed by BMO Private Investment Counsel Inc. The Gift Funds Canada Foundation is an independent, non-profit 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, but obtain the tax savings from those donations now.

GIVING DIRECTLY TO A CAUSE

 

When there is a particular charity you wish to support, we can help make sure 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 make sure 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, BMO Private Banking philanthropy experts will help make it an effective and satisfying experience.



OTHER SERVICES

 


 

See how our services can help address your wealth management needs.


TRUST & ESTATE SERVICES
Working with your legal advisor, we'll assist with your estate planning, helping you to transfer your assets to the next generation.

Working with your legal advisor, we'll assist with your estate planning, helping you to transfer your assets to the next generation.

 



CONTACT US

 


 

Let’s have a conversation about how our
BMO Private Banking
services can help you and your family.