Yorkville Asset Management

Philanthropy Services

Planned Giving is a natural extension of the wealth planning process for our clients.  Planned giving can offer many benefits to you, your family, and those in the local community or beyond.

Planned giving has the potential to provide a tax-efficient means to transfer wealth while supporting a cause close to your heart.  Yorkville and our qualified partners in the tax, estate planning and legal community have a collective track-record of helping clients realize their charitable giving vision.

Yorkville works hard with our partners to ensure that clients receive the necessary tax and financial planning advice and strategies. Additionally, we work closely with our clients on tax efficient measures, specifically charitable donations. Additional areas of expertise include:

  • Charitable Trusts
  • Endowment Funds
  • Private Foundations
  • Scholarships
  • First Nation Treaty Rights