Helping Your Client with Their
Philanthropy is Easier than You Think
Canada Gives acts as a service platform for donors and handles all of the administrative, tax, legal, recordkeeping and disbursement responsibilities with charitable giving.
A Canada Gives account is easy to establish and requires no day-to-day supervision by advisors. Client assets can remain on book at your firm. To learn more about our 3 types of donor advised fund accounts click here.
| FORMS - fillable online |
"Account Application" Forms
|
|
|
"Charitable Donation of Securities in Kind" Forms
|
|
|
"Charitable Donation of Cash" Form
|
 |