advisor
resources

Advisor Resources

Supporting Your Philanthrophic Client

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 Foundation account is easy to establish and requires no day-to-day supervision by advisors.

Canada Gives offers a wide selection of communication materials for you to use with your clients and prospects.

One tool that our advisors have found helpful is our tax calculator for donations of securities. Click here to download the calculator.