Maddie's Bench with Zac and Sawyer at NTCI

Strategic Philanthropy

Turning Grief Into a Legacy That Lasts

Losing someone you love is an indescribable pain. The grief feels overwhelming, and the need to honour their memory can feel just as heavy. I’ve been there.

That’s when I discovered the power of strategic philanthropy, a way to turn loss into something meaningful.

What Is Strategic Philanthropy?

Strategic philanthropy isn’t just giving to charity. It’s aligning your values with your financial plans to create a lasting legacy. It allows you to convert estate taxes into opportunities to support causes you care about, while ensuring your family’s financial future is protected.

Here’s the truth: philanthropy doesn’t have to come at your family’s expense. It can eliminate your tax burden and turn those dollars into meaningful contributions—all for cents on the dollar or even on a cash-flow-neutral basis.

Turning Pain Into Purpose

After Maddie’s passing, I wanted her kindness and empathy to live on. But no one told me I could use something as daunting as estate taxes to create a legacy. Strategic philanthropy helped me honour her memory while caring for my family’s future.

Now, I help others navigate this journey. Whether setting up a scholarship, funding mental health initiatives, or supporting a cause close to your heart, legacy planning transforms grief into action. It ensures your loved one’s story lives on.

Your Legacy, Your Story

A legacy is more than what you leave behind—it’s how you choose to make a difference. Strategic philanthropy offers a way to support your family, reduce taxes, and create lasting impact for the causes that matter most to you.

Let me help you turn your pain into purpose and create a legacy that reflects your values, supports your family, and changes lives. Together, we can ensure your loved one’s story lives on.