Strategic Philanthropy
Philanthropic giving can be an expression of your beliefs and values, a way to connect with others in the community or with family, and an opportunity to create a legacy that can be passed to future generations.
Incorporating philanthropy into your wealth plan
Philanthropy may be an important component of your wealth planning. A philanthropic giving plan can be implemented most effectively once you have decided what you want to achieve. Then, you can develop your personal philanthropic approach and get started.
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Making your philanthropy more strategic
To determine your path to achieving a philanthropic goal, it’s important for you and your family to articulate what you want your shared philanthropic endeavor to look like and map out the steps to get there. The process involves four distinct steps, which can serve as your family’s compass, guiding your actions as you work together toward a shared vision.
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Charitable gift strategies
Whether you have only begun to consider incorporating philanthropy into your wealth plan, or already have well-defined goals and aspirations, a few strategies may help you effectively achieve your charitable giving goals.
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Additional resources
Please see additional resources on this topic, or contact a CIBC Private Wealth advisor for more information.