Canada Gives: Making your Clients' Charitable Giving Count. Today and Tomorrow.
Many of your affluent clients and prospects are interested in charitable giving. You can play a valuable role. Recent tax changes on donations of securities has resulted in donors making larger gifts to their charities, and an increased interest in planned giving. Your understanding of financial instruments and your tax and estate planning advice will greatly assist your clients with their donations.
Canada Gives is a charitable foundation set up to manage Donor Advised Fund accounts (DAFs), an emerging donation vehicle for the committed philtanthropist.
The Canada Gives Advantage for Advisors
- Your client can set up a DAF account under the umbrella of Canada Gives in a matter of days instead of the months it can take to set up an indepenent private foundation.
- Unlike other donor advised funds, ours are customized so your client is in the driver's seat.
- Your clients expect to have their financial investments handled professionally. Their charitable dollars deserve the same.