Wealth Strategies Resources

Effective Philanthropy

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

The Philanthropic Initiative

(TPI) was founded on the belief that philanthropy has the power to transform. They provide consulting and program management services to help individuals, families, foundations, and companies increase the impact of their philanthropy, while also working to promote effective philanthropy through thought leadership, cutting edge research, philanthropic education programs, and field-building initiatives with key allies. 

Foundation Source

Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to clients across the country. Their services include administrative support, active compliance monitoring, tax and legal expertise, online foundation management tools, and philanthropic advisory services.

Schwab Charitable

Schwab Charitable is an independent public charity created in 1999 to help clients more effectively meet their charitable giving needs through a donor-advised fund account. A Schwab Charitable donor-advised fund account allows investors to contribute cash or appreciated assets to a charitable account to realize the greatest possible tax benefits—and then support their favorite charities over time. Serving a wide range of philanthropic investors, Schwab Charitable’s accounts range in size from $5,000 to more than $500 million.