Whether you're funding scholarships, supporting medical breakthroughs, or investing in your local community, your giving should reflect your values and be rooted in strategy.
Many of our clients come to us at a turning point: a business sale, a complex estate transition, a legacy about to change hands. They're navigating layers of professional advice and trying to figure out how to make their money do more for both their family and their community. That’s where we step in.
We simplify the complex and connect the dots. And we help you share your wealth in a way that’s meaningful, tax-efficient, and aligned with your goals.
Strategy Meets Heart
We include charitable strategies directly into your overall financial roadmap. Gifting appreciated securities? Starting a donor-advised fund? Timing your giving for tax efficiency? We make every act of generosity count.
We speak the language and lead the conversation with your accountant, lawyer, and philanthropic advisor. You focus on what you want your wealth to achieve, we’ll take care of the mechanics.
Smart Tools for Philanthropic Giving
Donor-Advised Funds (DAFs)
DAFs let you give now and decide later. You receive immediate tax benefits while retaining flexibility around where and when to grant the funds.
Gifting Appreciated Securities
Donating stocks or other marketable securities is a smart way to give. You can avoid capital gains tax while receiving a tax receipt for the full market value of the gifted securities.
Life Insurance as a Legacy Tool
Naming a charity as a life insurance beneficiary creates a legacy that lives well beyond your lifetime. In many cases, the premiums qualify for tax credits, helping you give more without reducing your estate's value.
Tax-Efficient Generosity
Taxes shouldn’t dilute your impact. We help sequence withdrawals, time donations, and leverage charitable tax credits to help your giving go further.
Make It a Family Affair
Charitable giving is a powerful way to unify a family around shared values. By including children or grandchildren in the planning process, you’re transferring wealth and instilling purpose with your loved ones.
From One-Time Gifts to Lasting Legacies
A spontaneous donation is kind. A structured plan is transformational. When your giving is tied to a cohesive strategy, it becomes sustainable, measurable, and deeply effective.
We Handle the Heavy Lifting
From coordinating your professional team to identifying the right giving vehicles, we make generosity easy. You won’t have to chase down your accountant, decipher tax implications, or juggle administrative complexity. We do that for you—quietly, efficiently, and with care.
Ready to Share Your Wealth With Purpose?
In Terrace, Smithers, Kitimat, and Prince Rupert, we guide charitable giving that aligns with values and maximizes impact. Whether you’re giving $10,000 or $10 million, your wealth has the power to spark change. Let’s build a plan that reflects your values, simplifies the process, and leaves a legacy you can be proud of.
C. Taylor & Associates Private Wealth Management is here to help you turn generosity into a lasting force for good. Reach out today, and let’s start a conversation that leads to real impact.