At Giesbrecht & Associates, charitable giving is not a separate act but an essential part of your overall financial strategy. We help families, business owners, and professionals weave generosity into their wealth plans. The result is a strategy that benefits the causes you care about while ensuring your own financial well-being remains secure.
Smart Giving With Strategy
Giving should feel good, but it should also be effective. Our approach is to ensure every act of generosity is integrated with retirement planning, estate strategies, and tax considerations. By embedding charitable giving into the bigger picture, we turn every donation into a lasting impact. For high-net-worth families, business owners, and professionals, this ensures generosity does double duty—supporting causes while creating tax efficiency and preserving family wealth.
Donor-Advised Funds for Simplicity
Donor-advised funds make charitable giving easy and powerful. They allow you to receive immediate tax benefits while giving you flexibility to support causes over time. We help you establish donor-advised funds that align with your broader financial goals, simplifying administration while maximizing your impact.
Gifting Appreciated Securities
A smart way to give is through appreciated securities. Donating publicly traded stocks allows you to avoid capital gains taxes while receiving a tax receipt for the full value of the gift. This approach provides significant tax advantages while supporting charities in a meaningful way. We make sure these contributions are seamlessly integrated into your financial plan so your giving remains both impactful and efficient.
Life Insurance as a Giving Tool
Life insurance is another powerful way to extend generosity. By naming a charity as a beneficiary, you create a legacy that outlives you. Premium payments may also qualify for tax credits, making this a cost-effective way to support the causes closest to your heart. For high-net-worth families, this becomes an essential strategy for embedding philanthropy into estate planning.
Giving That Lasts
At Giesbrecht & Associates, we see charitable giving as an opportunity to create enduring change. For business owners, high-net-worth individuals, and families in Red Deer and throughout Central Alberta—from Stettler to Rocky Mountain House, and Edmonton to Calgary—our approach turns generosity into a structured, strategic plan. The result is more than donations—it is a legacy of impact, ensuring your wealth supports the people and causes that matter most, today and for generations to come.
Book a meeting with us today to discuss your charitable legacy.