Puzzle Piece Five: Is Philanthropy Apart of My Plans?

Leaving a Legacy.

We are dedicated to helping you achieve your philanthropic goals through tailored strategies and specialized solutions. We understand that charitable giving is a meaningful way to make a lasting impact, and we offer comprehensive support to help you give with confidence and purpose.

How We Support Your Philanthropy

1. Personalized Philanthropic Planning

We work closely with you to understand your values, charitable interests, and long-term objectives. We help you develop a giving strategy that aligns with your financial plan and maximizes the impact of your contributions.

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2. Donor Advised Funds (DAFs)

Through CIBC Benefaction, we offer access to Donor Advised Funds—an efficient and flexible way to manage your charitable giving. With a DAF, you can make a charitable contribution, receive an immediate tax receipt, and recommend grants to your chosen charities over time. This allows you to support causes you care about, while benefiting from professional investment management and administrative support.

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3. CIBC Benefaction Foundation

The CIBC Benefaction Foundation provides a streamlined platform for establishing and managing your Donor Advised Fund. Our team handles all administrative details, from issuing tax receipts to managing grant distributions, so you can focus on your philanthropic vision.

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4. Expertise and Guidance

We offer our expertise and guidance on tax-efficient giving, legacy planning, and structuring gifts to maximize both your charitable impact and financial benefits. We can also facilitate family discussions around philanthropy and help you engage the next generation in your giving strategy.