Needs & Goals

Philanthropy

Make donations to a charity or foundation of your choice

Set aside money for philanthropy

If you identify with or are passionate about the purpose of a particular charitable organization, then helping it can align nicely with your own goals. Contribute once or regularly to a charitable cause or foundation of your choice by setting up an investment account for that purpose.

Investing for philanthropy

Clients may setup an investment program dedicated to either making regular charitable contributions or building up towards a single payment to a charity or foundation of their choice.

We have established a separate account dedicated to hosting contributions from clients who wish to channel these sums to charitable causes.

Speak to a Financial Advisor

Single Charity Payment

We consider many factors when creating the investment plan dedicated to serving them.

Recurring Charity Payment

We consider many factors when creating the investment plan dedicated to serving them.

Frequency of Charity Payments

Frequency of Contribution to Portfolio

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