philanthropic capital

Whole Person, Whole Portfolio Abundance

Integrated Investing and Giving Conversation

At Montcalm, we see giving as part of your financial equation. For clients who are interested, we integrate your impact and philanthropic goals into our wealth management conversation.

Multiple Aspects of Giving

There are many ways to think about how you “give back” from your own abundance. Some of the financial strategies we can discuss with you are:

Corporate Income Bond Strategy
For tax-advantaged accounts, includes corporate bonds, taxable municipal bonds, and taxable impact tagged bonds (green, social, or sustainability tagged)
Fixed Income Impact Strategy
Comprised of 100% impact tagged bonds (green, social, or sustainability tagged)
Municipal Bond Strategy

For accounts seeking tax-exempt income, includes federal tax-exempt municipal bonds and state tax-exempt where possible.

Montcalm Donor Fund

For those who want to establish a long-term giving and charitable investment plan, we offer the Montcalm Donor Fund – our own, unique version of a Donor Advised Fund (DAF). Features include:

  • Take a tax deduction now for the entire allocation, then grant it out over time.
  • Make charitable investments from your allocation, with any returns coming back into the fund to be used again and again.
  • Assets are managed by Montcalm, following our wealth management philosophy of intelligent investing with global integrity.
  • Donor-centric model gives you maximum flexibility in where your charitable dollars are invested and/or granted.
  • Access to an extensive list of SDG-aligned non-profits to consider for your granting.
Montcalm wealth, capital, and giving management
  • Donor-centric model gives you maximum flexibility in where your charitable dollars are invested and/or granted.
  • Access to an extensive list of SDG-aligned non-profits to consider for your granting.
Montcalm wealth, capital, and giving management

Trevor TCR

Trevor TCR is a grant-making foundation created by Holly Ruxin, in honor of her son.

The foundation is based on the belief that every community has the power to be a vibrant place of ideas and economic empowerment, where all people are welcome and have the opportunity to succeed.

Montcalm TCR and Trevor TCR work together to advance our shared mission of financial and economic empowerment for all. This is a unique relationship – a wealth management firm and a non-profit foundation collaborating to build more ways to flow the world’s abundant capital to where it can be of the most benefit.

Montcalm TCR donates one percent of revenue to Trevor TCR.

Trevor TCR makes grants to organizations creatively building the necessary cornerstones of vital, successful communities, through health, education, enterprise, and the arts.

Sound Interesting?

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Montcalm wealth, capital, and giving management
Montcalm wealth, capital, and giving management

DISCLAIMER
This report does not constitute a recommendation of, and offer to sell, or the solicitation of an offer to buy any particular security, strategy or investment product. Any information here is obtained from what are considered reliable sources; however, its delivery does not warrant that the information contained is correct. This report is for informational purposes only and should not be construed as investment advice. Our views and opinions expressed in this report are current as of the date of this report and are subject to change. Past performance is not indicative of future results. Any reproduction or other distribution of this material in whole or in part without the prior written consent of Montcalm TCR LLC is prohibited.

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Montcalm wealth, capital, and giving management