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Charitable giving

Turn generosity into a plan

Giving is always powerful.

But when it’s planned properly, that power is amplified.

We help you integrate charitable giving into your full financial picture. We do this by:

Aligning your giving with your tax strategy
Connecting philanthropy to your estate plan
Structuring donations for long-term impact
Ensuring your financial goals stay intact

Give more, while keeping more

Tax plays a major role in how effective your giving can be.

Done right, it creates leverage.

We help you structure it properly. We can help you:

Donate appreciated securities to reduce capital gains
Use donor-advised funds for flexible, ongoing giving
Time donations for maximum tax efficiency
Integrate giving into your overall income strategy

Build a legacy through philanthropy

Charitable giving is one of the most personal parts of your financial plan.

It reflects what matters to you.

We help you clearly define:

Which causes align with your values
How much you want to give, both now and later
How your giving fits into your long-term legacy
How your wealth creates lasting impact

Bring your family into the process

This is where giving becomes about more than money.

It becomes about how you communicate what you believe.

We help you bring the next generation into the conversation by:

Creating a clearer framework for family giving
Encouraging meaningful conversations around wealth, values and responsibility
Helping children and grandchildren understand the role they may play in future decisions
Passing down purpose alongside wealth

Designing your legacy

You want your wealth to do more than grow.

You want it to give back in a way that reflects who you are.

Reach out today to design a charitable giving plan that is in sync with your values, benefits your financial future, and creates lasting change.

What's your plan?

We can help you enjoy your wealth today as we help you prepare for the future.

You want your wealth to have a meaningful impact.

After all the years spent building it, you’re now thinking about how it can shape your legacy.

You need to figure out how you can give in a way that actually makes a difference, and how to do so without disrupting your financial plan.

You want to know how to involve your family in something bigger than money, and make sure that your giving lasts beyond you.

Contact

Gaylor Tachauer & Associates
416-645-5191
GaylorTachauer@igpwm.ca

IG Wealth Management Inc.
Mutual Fund Division

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Location

401 - The West Mall, Suite 100
Etobicoke, ON M9C 4Y5

_{Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.}

_{Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.}

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