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Philanthropic giving can be an expression of a person’s 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. CIBC Private Wealth Management makes it a priority to help our clients successfully achieve their philanthropic objectives.
Contact Judith A. Saxe, AEP®, Senior Wealth Strategist
RECOMMENDED RESOURCES
Global Giving: Making a World of Difference The Philanthropic Initiative
Making a Difference: Evaluating Your Philanthropy The Philanthropic Initiative
Engaging the Family in Your Philanthropy Foundation Source
Raising Children With Philanthropic Values The Philanthropic Initiative
Privately Held Stock Within Private Foundations Foundation Source
Private Foundations and DAFs: A Side-by-Side Comparison Foundation Source
Private Foundations and DAFs: Self-Assessment Survey Schwab Charitable
Advanced Tax Strategies for Private Foundations Foundation Source
Frequently Asked Questions About Private Foundations Foundation Source
Handbook for Directors and Trustees of Private Foundations Ridgeway Philanthropy
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