At Afshar & Machaalani Group Private Wealth Management, we believe generosity and strategy should go hand in hand. Charitable giving is a powerful extension of your financial vision. Whether you’re funding medical research, creating scholarships, or helping a food bank thrive, your giving can do more than feel good—it can have a lasting, tax-smart impact.
Where purpose meets planning
We don’t approach charitable giving as an afterthought or a year-end decision. Instead, we integrate it directly into your retirement, tax, and estate plans. Our role is to ensure your giving reflects your heart—and strengthens your overall financial picture. You get clarity, impact, and tax advantages without sacrificing future security.
Charitable giving as a family legacy
True generosity extends beyond a single moment. It’s something that can unite a family, span generations, and instill shared values. We work with families across Edmonton and beyond to build giving strategies that invite children and grandchildren into the process—helping create legacy not only through wealth, but through meaning.
Your wealth can be the spark that inspires future generations to give, lead, and carry on what matters most.
Smart giving with donor-advised funds
Donor-advised funds (DAFs) offer one of the most efficient ways to manage charitable contributions. These flexible accounts allow you to make a donation today—gaining immediate tax benefits—while distributing the funds over time to the causes you care about. You get professional management, reduced paperwork, and a way to build long-term philanthropic impact on your terms.
We help clients evaluate, establish, and manage donor-advised funds as part of a full-picture financial plan. Whether you’re donating now or building a fund to last generations, we make it seamless.
Tax-efficient philanthropy with appreciated securities
By donating publicly traded stocks, you can avoid the capital gains tax that would normally apply upon sale—and you still receive a charitable donation tax receipt for the full market value.
This strategy can reduce your overall tax burden while making a bigger impact for the organizations you care about. Our team ensures these contributions are handled smoothly and strategically, so your charitable giving works in your favour.
Life insurance as a tool for giving
Charitable giving through life insurance is one of the most overlooked—and most powerful—ways to leave a legacy. By naming a charity as the beneficiary of a life insurance policy, you create a lasting impact while potentially receiving tax credits on the premiums you pay.
This allows you to make a significant gift without affecting your current lifestyle or assets. It’s a forward-thinking, cost-effective way to support the causes close to your heart—while unlocking tax benefits today.