Philanthropy

Align your wealth with your values

At Gestalt, philanthropy is not just a tax strategy; it's a way to live your impact. We support you in transforming a donation intention into a clear, sustainable project that aligns with your values.

Why now?

Planned giving on the rise — more and more families are structuring their gifts

Desired efficiency — every dollar given must go further

Values and finances aligned — investing, passing on knowledge and giving with one voice

Transparency and impact — seeing the concrete effect of its contributions

360° Integrated vision

Custom Each situation

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Our Mission

More than just tax optimization

We are not just looking to optimize taxes. We educate on the value of giving and guide our clients so that their contributions have the greatest human and financial impact.

Whether you wish to create an annual giving framework, transform a key moment such as a business sale into a philanthropic project, or simply harmonize your financial goals with a meaningful legacy, our team will support you every step of the way.

Our key message

We educate in the value of the donation and guide our clients so that their contributions have the greatest human impact and financial.

What we do

Our 4-step approach

Structured support to move from intention to action, respecting your values and your pace.

Explore your intentions

Clarify your causes, your priorities, and the role you wish to play today and tomorrow.

Open up new avenues

Outline possible paths — investments, insurance, bequests, dedicated structures — and choose those that suit you.

Integrate into the overall plan

Align your donation approach with your financial, entrepreneurial and estate plan, in collaboration with your trusted professionals.

Anchoring the impact in time

Put in place a simple governance and monitoring system that allows you to see the effect of your actions.

What Sets Us Apart

Our Difference

An approach that puts pedagogy, simplicity and consistency at the heart of philanthropy.

Pedagogy first

Understand before you act. We take the time to educate you about the options and their implications.

Tailor-made approach

Your situation, your values, your pace. Every philanthropic project is unique.

Integrated vision

Personal finance, business, estate planning — a single coherent path to maximize your impact.

Simplicity

Clear solutions, structured execution. No unnecessary complexity.

Who is concerned?

Our support is aimed at

Whether you are a family, an entrepreneur, a professional or a company, our approach adapts to your reality.

Families

Wishing to give with intention and involve the next generation in a family philanthropic endeavor.

Entrepreneurs

Seeking to link value creation and giving back to the community, particularly during business transitions.

Managers and professionals

Those who wish to structure their donations efficiently, without administrative burden.

Events

In search of an authentic and motivating social project for their teams and their community.

What does it look like?

Concrete examples

Discover how philanthropy takes shape in different life situations.

A family clarifies its causes, defines a framework for annual donations and passes these values on to the children.

An entrepreneur transforms a key moment — liquidity, transition, sale — into a philanthropic project sustained over time.

A professional woman harmonizes her retirement goals with a significant legacy for a cause close to her heart.

F.A.Q

Your questions about philanthropy

Do I have to be "very wealthy" to structure my philanthropy?

No. What matters is the intention and its alignment with your life plan. There is no minimum amount to start giving in a structured way.

Will I lose flexibility?

On the contrary: we favour modular approaches, which can be adapted over time according to your priorities and financial situation.

How will I know if my donation is having an impact?

Together, we agree on simple, human-centered benchmarks—the essentials, without the complexity. Regular follow-up allows you to concretely measure the impact of your contributions.

Moving from intention to action

Schedule an appointment with an advisor

Together, we clarify your objectives, outline possible paths and propose a trajectory that respects your values.