Investing & Reporting
Managing Your Charitable Dollars
Once a Canada Gives Foundation account is opened and the primary donor has made a donation, Canada Gives will open an investment account to hold the assets.
Both traditional and socially responsible investments can be selected for foundation assets, but there are strict guidelines on how the total investment portfolio is managed, the quality of securities and diversification requirements.
The Board of Directors at Canada Gives has the fiduciary duty to manage the assets according to these regulations, and can delegate the investment management to a qualified advisor or portfolio manager. We encourage donors to select the investment manager or advisor that they trust, or to choose from our list of managers.