Overview

For many of our clients, true legacy is not only defined by what they build, but by what they give. At Gallant & Toole Inc., we work with individuals, families, and family offices who seek to translate their personal values into meaningful, lasting impact. Our Charitable Giving Strategies service helps clients establish tax-efficient philanthropic structures—from private foundations and charitable trusts to donor-advised funds and legacy endowments—ensuring every act of generosity is aligned with long-term purpose and strategic clarity.

Philanthropy should be as intentional and well-structured as any other component of wealth planning. With the right framework, your giving can support causes you care about, strengthen your family’s identity, and create a multigenerational culture of impact.

Why Strategic Giving Matters

Beyond altruism, charitable giving is a powerful financial and legacy planning tool. Without thoughtful design, however, even the most generous gifts can create tax inefficiencies, administrative burdens, or governance challenges for future generations.

A well-structured charitable strategy helps to:

• Maximize the tax benefits of gifting across jurisdictions

• Ensure compliance with local and international charity laws

• Align philanthropic efforts with your estate and trust structures

• Engage and educate future generations in values-based stewardship

• Build lasting institutions that reflect your vision far beyond your lifetime
  

Gallant & Toole ensures your giving reflects not only your intent, but also your strategy.

How Gallant & Toole Supports You

We begin by understanding the values and causes closest to your heart, as well as your family’s broader legacy goals. From there, we design and implement custom structures that are financially efficient, legally robust, and operationally sustainable.

We offer:

• Private Foundation Formation & Advisory We establish family-led foundations in premier jurisdictions, guiding you through charter creation, governance modeling, grantmaking policy, and board structuring.
  

• Charitable Trust Structuring For clients who prefer an income-based or estate-integrated model, we design charitable remainder trusts (CRTs), charitable lead trusts (CLTs), and hybrid vehicles for both giving and wealth transfer.
  

• Donor-Advised Fund (DAF) Advisory We help clients set up and manage DAFs through trusted institutions, providing flexibility in timing and anonymity while maintaining a high degree of donor control.
  

• Tax Optimization & Compliance Our tax specialists coordinate with in-house and external advisors to ensure your gifts qualify for deductions, avoid unintended consequences, and remain compliant with global tax regimes such as FATCA, CRS, and local exemption rules.
  

• Impact Strategy & Grant-making Frameworks We assist in defining your areas of focus, vetting potential grantees, and developing performance metrics to track the real-world impact of your philanthropic capital.
  

• Next-Generation Engagement & Philanthropic Education Through family retreats, roundtables, and structured programs, we help you involve children and heirs in philanthropy—creating shared purpose, intergenerational alignment, and legacy continuity.

Who We Serve

• High-net-worth individuals and entrepreneurs seeking to formalize their philanthropy

• Multigenerational families and family offices with legacy and charitable mandates

• Founders post-liquidity or post-exit ready to allocate capital toward purpose

• Clients seeking tax-efficient estate planning through structured giving

• Global citizens navigating charitable laws and giving strategies across borders

Why Gallant & Toole?

• End-to-end structuring of philanthropic vehicles with legal and tax integration

• Experience across multiple jurisdictions and charitable regimes

• Tailored grant-making and governance strategies for maximum impact

• Discreet, client-first approach rooted in shared values and generational legacy

• Collaborative coordination with trustees, fund managers, and legal advisors
  

We believe your generosity deserves the same level of care and expertise as any major financial decision. That’s why we help you design giving strategies that are sustainable, measurable, and deeply personal.

Give with Intention. Structure with Precision. Create a Legacy of Impact.

Charitable giving is an opportunity to shape the world—and your legacy. With Gallant & Toole, your philanthropy becomes not just meaningful, but methodical, enduring, and strategically aligned with the legacy you choose to leave.

📩 Schedule a Strategic Giving Consultation Contact Us