Charitable Giving
Understanding Impact Planning
Impact Planning is a comprehensive approach to doing more with a family’s wealth than just growing it and passing it to the next generation. It provides a roadmap to pass your passions and values from one generation to the next, while providing avenues for philanthropic endeavours. At FMB, we believe that Impact Planning starts with a shared value and weaves together all disciplines of wealth management to effectively translate that value to action. Our goal is to help you make decisions that fit into your overall wealth plan as well as enhance your impact.
Within Impact Planning, there are three aspects available for clients:
If philanthropy is a legacy that you and your family want to leave behind, contact us to help you start making an impact.
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Having the right consultant who understands the details of the regulatory system can make the plan a success for both the sponsor and participants.