Philanthropy

You feel the need to help and want to have the means to do it? You have several options, and our experience in this area will not only help you reach your goals, but also help you find original ways of spreading your kindness and generosity.

Integrating your giving with your overall planning

Whatever the causes that are dearest to you, knowing that you took the time to implement a strategy behind your donations will render them that much more rewarding. Giving can take a number of forms: one-time donations, planned gifts or regular installments. As your main advisor, we will be able to tell you the most beneficial ways to give back.

The benefits of giving are as varied as the methods of giving

Monetary donations often enable you to support a cause. They’re simple, straightforward, but perhaps not the most advantageous for the beneficiary.

Which is why we would be happy to put in place a proper tax structure to maximize the potential of your donations.

Here are some options we could work on together:

  An endowment fund

  A gift annuity

  Planned giving

  Bequeathing the proceeds of a life insurance to a specific organization

  A gift of securities

  Legacy giving

  A gift in kind

Never lose sight that your kindness toward your community is a noble gesture, and it would be a privilege for us to help you structure a lasting plan. All of the above options have different investment, legal, estate and tax implications.

Putting together your philanthropic plan will require expert advice in each of these fields. And you’ll have the vast network of the National Bank at your entire disposal to help you sort out and assess the repercussions of whatever you decide.

As a donor, it’s natural to want to follow up on your philanthropic actions. We can help you maximize your impact within your community while optimizing the tax credits you’ll receive.