Charitable giving

If you dream of making a difference - whether you wish to support the arts, conserve natural resources, advance medical research or help the world’s underprivileged children — giving back speaks volumes about who you are and the values you stand for. I can help ensure your gift complements your overall wealth management strategy and supports your cause in a way that is effective and lasting through the Macquarie Private Wealth Client Gifting Program.

It’s like having your own charitable foundation

The MPW Client Gifting Program delivers a customized and coordinated approach to philanthropic giving. When you work with me to establish a Donor Advised Fund (DAF) through the Client Gifting Program, you will be rewarded with:

• Tax savings — You will get a tax receipt for all donations of cash or publicly listed securities. Plus, if you donate securities, you avoid the tax liability typically associated with the realization of accrued capital gains.
   
• Efficiency — You achieve all the financial advantages and personal satisfaction that comes with establishing your own charitable foundation, with significantly less cost and complexity.
   
• Control — You decide how the donation is to be used, that is, which — and how many — charities will benefit. We provide regular, measurable feedback on the positive impact of your gift.
   
• Legacy — The program allows you to create lasting change by adding to your fund, either by placing a bequest in your will, donating an RRSP or RRIF, transferring a paid-up life insurance policy, or inviting family, friends and colleagues to get involved in your cause.

The Client Gifting Program takes care of all the details by:

• issuing a tax receipt when your donations are made;
• distributing grants to charities you choose;
• managing the administration of funds; and
• reporting how donated proceeds are put to use.

Contact me for more information on the Macquarie Private Wealth Client Gifting Program.