BMO Nesbitt Burns Charitable Giving Program

Working together with Community Foundations across Canada to create a lasting legacy.

Making the World a Better Place
Making the world a better place is important to you. So is reaching your financial goals. The BMO Nesbitt Burns Charitable Giving Program can help you achieve both. As part of your overall financial and investment strategy, your BMO Nesbitt Burns Investment Advisor will introduce you to a local community foundation with whom you will work to set up your own donor-advised fund. Just as you depend on your Investment Advisor's expertise for investment advice, you can draw on the knowledge and expertise of the community foundation to help you make informed charitable-giving decisions.

Benefits of a Donor-Advised Fund with Community Foundations

• Convenient, tax-efficient, cost-effective alternative to establishing a private foundation.
• Advantage of running your own foundation, without the administrative responsibilities.
• Quick setup with as little as $25,000
• All administration, record-keeping and tax reporting is managed by the participating community foundation on your behalf.
• Direct grants to causes and issues that matter most to you - you have the opportunity to specifically direct your giving.
• Significant tax advantages on gifts of appreciated securities - a benefit that is not currently available to private foundations.

Establishing a Tax-Efficient Legacy
Once your donor-advised fund is established with the community foundation, you can recommend that grants be made to your favourite charities or to a specific area of interest, while receiving important tax benefits for donations made to your donor-advised fund. This unique, flexible philanthropic solution provides a simple, efficient way for you and your family to build a lasting legacy for tomorrow, while supporting charitable causes you care about today.

Working with Community Foundations of Canada
The BMO Nesbitt Burns Charitable Giving Program is offered in partnership with Supporting Your Community, through our alliance with the
Community Foundations of Canada (CFC)-the national membership organization for Canada's community foundations. CFC was founded in 1992 to connect and support the country's growing community foundation movement.

The local community foundations have intimate knowledge of the non-profit organizations and charities in their areas and can provide an informed view of local issues so you can have an even greater impact on the priorities that are close to your heart.

For more information on the BMO Nesbitt Burns Charitable Giving Program, contact an Investment Advisor at a BMO Nesbitt Burns branch near you.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.