Your wealth is more than numbers—it’s a reflection of your values, priorities, and the impact you want to leave behind. Charitable giving offers an opportunity to turn financial success into something far greater. Whether you’re supporting causes close to home or around the globe, the right plan can make your generosity work harder, reach farther, and last longer.
At Freeman Group Private Wealth Management, we help you give with intention. We integrate charitable giving directly into your financial plan—aligning it with your tax strategy, retirement goals, and long-term legacy. The result? Generosity that feels right and makes sense.
Where strategy meets heart
Giving back isn’t just about writing a cheque—it’s about creating change. That’s why our approach combines emotional purpose with strategic planning. From minimizing tax to building long-term giving structures, we help ensure your donations support both the causes you love and the financial future you’ve worked so hard to build.
Whether you're gifting appreciated securities, establishing a donor-advised fund, or incorporating charitable beneficiaries into your estate plan, we help ensure your generosity becomes a powerful tool for good.
Donor-advised funds: Simplicity meets strategy
If you want the tax benefits of charitable giving now with the flexibility to direct donations later, a donor-advised fund (DAF) might be the perfect fit. DAFs allow you to make a donation, receive an immediate tax deduction, and recommend grants over time.
We guide you through setup and administration, helping you support your favourite causes on your own timeline—without the burden of managing a private foundation.
Appreciated securities: Give more, pay less tax
Donating publicly traded securities is one of the most tax-efficient ways to give. You avoid capital gains tax on the appreciation and receive a donation receipt for the full market value. That’s a win for you—and a bigger impact for the charities you care about.
We handle the coordination, ensure compliance, and align the donation with your broader financial and estate planning goals. You get to focus on your cause—we take care of the details.
Life insurance for high-net-worth individuals
High-net-worth life insurance isn’t just for protecting loved ones—it can also fuel your charitable goals. By naming a charity as the beneficiary of your policy, you create a gift that lives on long after you're gone. Depending on how the policy is structured, premium payments may qualify for tax credits, reducing your tax burden while multiplying your impact.
For those looking to create lasting change with minimal disruption to their personal finances, this approach can be a highly effective part of a broader charitable giving strategy.
Tax efficiency: Giving generously without sacrificing your future
Smart charitable giving reduces tax without compromising your financial security. We help you find opportunities to:
- Time your gifts for maximum tax advantage
- Sequence withdrawals from various accounts
- Use charitable credits and deductions strategically
- Align giving with estate and business exit plans
Giving should never be a financial burden. With the right plan, it becomes a win-win: support for your favourite causes and continued confidence in your own financial well-being.
Creating a family legacy through philanthropy
Charitable giving is also a chance to bring your family together. By involving children and grandchildren in your giving strategy, you pass on more than wealth—you pass on values, purpose, and a sense of responsibility.
We help families across Halifax design giving plans that unite generations. Whether it’s setting up a family foundation or including philanthropy in regular financial conversations, we guide the process with care, clarity, and compassion.
The power of a plan
A one-time gift is generous. But a long-term plan? That’s transformational. We help you build a charitable giving strategy that evolves with your life and creates sustainable change—year after year.
A well-structured plan allows you to:
- Measure the ongoing impact of your giving
- Adapt to changing priorities or family dynamics
- Strengthen relationships with the causes you support
- Involve heirs in meaningful financial decisions
We handle the logistics—coordinating with accountants, lawyers, and charity administrators—so you can focus on the impact, not the paperwork.