Charitable giving helps you use your wealth to support the causes, communities, and values that matter most to you.
We help you build charitable giving into your broader financial plan so your generosity feels thoughtful, structured to help reduce taxes, and sustainable.
Connecting generosity to your financial plan
A charitable giving plan should work alongside your other priorities.
We help you think through how giving may connect with:
- retirement income
- tax planning
- estate planning
- investment planning
- wealth transfer
- family values
- legacy goals
Charitable giving tax planning
Giving can create important tax planning opportunities.
We help review strategies that may reduce tax while supporting the organizations you care about. This may include timing donations, donating appreciated securities, using charitable tax credits, or coordinating giving with estate planning.
Donor-advised funds
Donor-advised funds can turn generosity into legacy.
They may allow you to make a larger contribution, receive a tax receipt, and then recommend grants to charities over time. This can be useful for families who want structure, flexibility, and a longer-term approach to philanthropy.
Giving as a family
Charitable giving can also become a way to bring generations together. We help families discuss:
- which causes matter most
- how much to give
- when to give
- how children or grandchildren may be involved
- how giving reflects family values
- how generosity fits into the larger estate plan
Charitable giving estate planning
For many clients, giving becomes part of their legacy.
We help connect charitable giving with estate planning, life insurance, wealth transfer, and tax strategy so your wishes are clear and your impact can continue beyond your lifetime.
Connected to Calgary’s philanthropic community
David Alexander is proud to serve as an Advisor Circle Ambassador with Calgary Foundation.
This role reflects his commitment to thoughtful, community-minded giving.
Through the Advisor Circle of Ambassadors, David contributes professional insight, helps strengthen relationships within Calgary’s advisor community, and supports greater awareness of philanthropy across the city.
For clients, this connection adds valuable perspective to charitable giving conversations, especially for families and individuals who want their wealth to support the people, causes and communities that matter most to them.