Charitable giving is the art of aligning your generosity with a clear, tax-efficient financial plan that maximizes both your impact and your peace of mind. Based in Ottawa and serving Brockville, Cornwall, and eastern Ontario, we help high-net-worth clients weave philanthropy seamlessly into their wealth management strategies.
Turning Generosity into Strategy
Your wealth carries the power to create meaningful change. We help you channel charitable giving into a structured plan that benefits the causes closest to your heart while also protecting your financial health. By aligning gifts with tax planning, retirement strategies, and long-term wealth preservation, we ensure every donation works harder for you and your community. Whether you are supporting local charities, funding scholarships, or giving to national foundations, we focus on making your generosity both intentional and impactful.
Tax-efficient Giving
Smart charitable giving takes advantage of Canada’s tax incentives while maintaining your long-term goals. We guide clients through strategies like donating appreciated securities to avoid capital gains tax, setting up donor-advised funds for streamlined giving, and leveraging life insurance to leave a lasting legacy. By timing and structuring gifts strategically, you maximize tax credits, reduce your final estate tax burden, and extend the reach of every dollar you give.
Family Legacy and Values
Philanthropy is an opportunity to unify generations under a shared vision. By involving children and grandchildren in your charitable giving plan, you pass down not just wealth, but values. We help families craft multi-generational giving strategies that protect harmony, strengthen family bonds, and create a sense of purpose that lasts long after the donation is made.
Integrating Charitable Giving into Your Wealth Plan
Charitable giving is most effective when it is part of your broader financial plan. We coordinate with accountants and legal advisors to ensure donations align with your investment strategy, estate plan, and business considerations. This integration allows us to track the impact of your giving, adjust strategies as life changes, and keep your financial picture clear and cohesive.
Creating an Enduring Impact
For many clients, the ultimate goal of charitable giving is to create a legacy that outlives them. We help you explore options like establishing endowments, funding ongoing community projects, or supporting causes that reflect your personal story. With the right plan, your generosity becomes a force for lasting good.
Gobel, Sampson & Associates is here to turn your vision for charitable giving into a structured, rewarding, and tax-smart plan. Serving Ottawa, Brockville, Cornwall, and all of eastern Ontario, we ensure that your wealth reflects what matters most to you, today and for generations to come.