Personal philanthropy should be a celebration of one’s life, values, and beliefs. Being in the position to give back to the community through charitable initiatives is highly rewarding but also requires proper planning. Cardinal Point works with you to build an effective philanthropic road map, allowing family members to fully reap the joy and satisfaction that comes from their charitable passions. Building a philanthropic road map includes:

  • Identifying and researching charitable organizations that are aligned with one’s value system
  • Establishing the proper philanthropic entity or structure (this can include private family foundations, charitable trusts, community foundations, and venture philanthropy)
  • Providing the management and administration of the philanthropic entity
Copyright © 2018. Cardinal Point Wealth Management, LLC, Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management Inc. All Rights Reserved.