Advise your clients
$12 billion: amount donated in charitable gifts in Canada in 2021¹.
Only 13%: proportion of clients who received advice about philanthropy as part of their planning².
Do you tap this potential when you advise your clients?
With the Foundation of Greater Montréal, set yourself apart from the competition by maximizing both the tax benefits and the impact of your clients’ charitable donations.
By working with FGM, you offer them:
- flexible and customized services for the creation of their philanthropic fund;
- management fees among the lowest on the market;
- the full retention of your services as asset manager or advisor.
FGM is there to facilitate:
- the formulation of each client’s philanthropic project;
- the optimization of their financial and estate planning (planned giving);
- the management of every aspect of their philanthropic fund.
A question? Contact us today!
Advise your clients by offering them a new service – without any added workload – which will allow you to answer all their needs under one roof. All their charitable donations can be centralized and optimized with FGM.
Preserve the business relationship you have built with your clients, including the exclusivity of financial advice. Different types of charitable donations being regulated by constantly evolving rules, working with FGM’s team of professionals will allow you to maximize their benefits.
Creating a philanthropic fund with FGM is also a beneficial alternative to the establishment of a private foundation.
FAQ
Like you, we know that every client and every file is different. Nevertheless, we have gathered some of the questions more frequently asked by financial advisors and asset managers looking to support their clients in the elaboration of a philanthropic project. If you have not found the answer you were looking for, or if you need more detailed information, contact us.
