BMO Private Wealth
Making a measurable impact on the world around you
Christian Kennedy and his team help clients create a legacy that reflects their values and beliefs while making the world a better place. At BMO Private Wealth, they work with you to create a tax-effective, strategic philanthropic plan to safeguard your wealth while empowering you to make a measurable impact in the world around you. Ask them about DAFs, Estate Planning and other philanthropic goals they can assist you with.
Leverage a sustainable approach to your philanthropy while maximizing tax and financial benefits
Create a powerful values-based focus and mission statement for your philanthropy
Understand what types of charities and projects to support so your wealth enables measurable impact and legacy creation
Ensure personal wealth and philanthropic goals are shared throughout generations of family
Additional Resources
BMO Charitable Giving – PDF Download
Donating Appreciated Securities – PDF Download
Donation of Private Company Shares – PDF Download
Exploring Charitable Giving – PDF Download
(Donor Advised Funds vs Private Foundations)
Philanthropy Technical Guide – PDF Download
Philanthropy Giving Back – PDF Download
Planned Giving – PDF Download
