Charitable giving can be one of the most meaningful ways to use your wealth. Whether you're supporting a foundation, lifting your local community, or planning a future legacy, the impact goes far beyond the financial. At Thiessen & Associates Private Wealth Management, we help you align your giving with your broader financial goals—so your values and your vision work in harmony.
Based in Red Deer and serving clients throughout central Alberta, Calgary, Edmonton, and surrounding communities like Olds and Rocky Mountain House, we specialize in helping generous families build plans that are as strategic as they are heartfelt.
Strategy meets heart
When giving is woven into a financial plan, it becomes a powerful tool for tax efficiency, family connection, and long-term legacy. From capital gains strategies to optimizing your timing, charitable giving can fit neatly into your tax planning, estate structure, and retirement strategy.
Donor-advised funds
Donor-advised funds (DAFs) make charitable giving simple and strategic. With DAFs, you can make a charitable contribution, receive an immediate tax deduction, and then recommend grants to your chosen causes over time. They offer flexibility, control, and long-term impact—all with reduced administrative complexity.
Appreciated securities
Donating publicly traded securities can be one of the most tax-efficient ways to give. You avoid capital gains tax and receive a full charitable receipt for the market value of the shares. It’s a smart way to support the causes you care about while reducing your tax bill.
Life insurance
Naming a charity as the beneficiary of a life insurance policy allows you to leave a legacy beyond your lifetime. With potential tax credits on premiums and a tax-free payout, it’s a powerful way to turn modest contributions into major impact.
Tax efficiency
Smart charitable giving means minimizing tax without compromising your goals. Whether through the timing of donations, splitting income across family members, or leveraging tax credits, we’ll help ensure your plan is optimized.
Family unity through generosity
Charitable giving is a unique opportunity to pass on values. Including your children or grandchildren in your giving decisions fosters communication, purpose, and stewardship. It’s a way to create meaning—not just money—across generations.
The importance of a plan
Giving without structure often means missed opportunities. But with a plan, your generosity can do more—benefit your tax strategy, strengthen your estate plan, and create sustainable impact. Our approach ensures your giving is purposeful, proactive, and lasting.