Canaccord Wealth Management has partnered with the Benefaction Foundation to offer clients a tax-efficient, cost-effective solution to enhance their charitable giving contributions, Canaccord said Tuesday.

Complete Canaccord Philanthropic Solutions, as part of a donor’s overall estate plan, allows donors’ legacies to live on, while also providing them with tax advantages.

“Complete Canaccord Philanthropic Solutions assists individuals and families who wish to give back to the community through on-going charitable support, allowing their legacy to live on,” says Tanya Bird, Canaccord senior vice president, products & services. “By partnering with Benefaction, we’re able to help our clients include philanthropy into their overall wealth management strategies and amplify the impact of their generosity. This program delivers fully customized giving solutions designed to complement clients’ altruistic values — values which are very important to them.”

The charitable giving program is part of the Complete Canaccord program — a customized and comprehensive approach to clients’ wealth management and financial planning needs. It provides donors with two different options for their charitable contributions: Direct Funds, for a direct-to-recipient gift of contributions; and Donor Advised Funds, charitable giving vehicles tailored to reflect contributors’ personal philanthropic goals.

IE