Proudly Canadian
Don Bowder was keen to leave a charitable legacy that reflected his values. Discover how he was able to avoid high capital gains taxes by transferring his assets to his local hospital, and set up a charitable fund that will make an impact for years to come.
Create your own charitable account and experience the benefits of a private foundation without the cost, complexity or burden of administration. It's your personal platform for making a difference.
Invite your family to be part of your giving story. Together, you’ll build a living tradition of generosity that strengthens family bonds and teaches values that last.
Your account is much more valuable than the charitable gifts it gives. It’s a reflection of your family’s principles and priorities that can extend your impact across generations.
Start by customizing your account name, for example, The Smith Family Charitable Fund.
Next, choose your investment fund, make your initial gift, choose charities, give gifts and grow your impact.
Donate $10,000 or more of cash, securities, life insurance or other eligible assets, and receive an immediate tax receipt.
Choose from a wide selection of investment strategies designed to grow your contributions.
Choose as many Canadian registered charities or qualified donees as you wish*.
Change charities any time and decide if you would like to remain anonymous or to disclose your name to grant recipients.
Choose the time and amount of your annual grant: this could be in March, June, September or December.
Add donations to your account at any time; any investment growth within your account is tax-free.
Build a lasting legacy by naming a successor and inspiring the next generation.
Charitable giving isn’t just a transaction. It’s a story your family can write together.
An IG Private Wealth Management Advisor can help you build a giving strategy into your IG Living Plan, ensuring it reflects your financial goals, your family’s values and the dreams you want to share with future generations.
Let’s build a plan that puts you and the things you care about at the centre.
* Any Canadian registered charities and/or qualified donees (other than private foundations).
The IG Charitable Giving Program is offered together with the Strategic Charitable Giving Foundation, which operates independently from IG Wealth Management. Donations are irrevocable and vest with the Foundation. This information is general in nature and not intended to be professional tax advice. Please read the Program Guide for complete details, including fees and expenses.
