7 Tips for Smart Giving

Giving is more than generosity - it's a legacy!
Here's how to align your donations with your values, save on taxes, and make giving a shared experience with your family.

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For you living a fulfilling life includes giving back. We are committed to helping you and your family make a meaningful, rewarding, significant impact.

 

Philanthropy Financial Plans | CI Assante Wealth Management

I want to give but where do I begin?

Philanthropy Financial Plans | CI Assante Wealth Management

How do I maximize my support to organizations I care about?

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How do I involve my family in our charitable giving?

Philanthropy Financial Plans | CI Assante Wealth Management

What is Strategic Philanthropy?

Philanthropy Financial Plans | CI Assante Wealth Management

I want to make a gift in my will. How do I start?