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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.

It's Easier Than You Think

Advisors who recognize this trend and offer philanthropic services to their clients have a chance to:
  • Add and retain long-term assets by managing your client's complete financial plan
  • Offer value-added services that tap into your client's philanthropic dreams and aspirations
  • Build upon current services with minimal day-to-day responsibilities (Canada Gives' back-office "host foundation")
  • Capitalize on succession opportunities - philanthropy is often multi-generational

Is a Canada Gives Charitable Giving Account Right for You?

Every Charitable Donor is unique.  Canada Gives was designed to work with donors who are interested in setting their own philanthropic objectives and strategy and bringing their own priorities to their charitable giving. Contact us directly or through your professional Charitable Donations advisor and we can customize an individual or corporate Foundation account or an Annual Giving account that achieves your specific goals.

Canada Gives Charitable Registration #83306 2144 RR0001
You can find us in the Charities Directorate at www.cga-arc.gc.ca

Contact Denise Castonguay, Executive Director, to arrange your consultation:

Canada Gives
120 Adelaide Street West
Suite 2500
Toronto, Ontario
M5H 1T1

T (416) 644-1573
F (416) 324-8181
E info@canadagives.ca

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