Investment Management of Donations
The Board of Directors at Canada Gives has the fiduciary duty to manage the assets in each donor advised fund Foundation account in a prudent manner and has established a Statement of Investment Policy & Goals (IPS). Managing these portfolios requires a moderate growth and managed risk approach.
The investment mandate or fund selected for a donor’s Foundation account must be approved by the Board’s Investment Committee , who ensures that it complies with our IPS. However, an individual donor or their financial advisor can either choose from our pre-approved list of investment managers or funds or (have their firm) enter into a services agreement with Canada Gives , and establish their own investment options that satisfy Canada Gives’ IPS.
If you would like to enquire about adding an eligiible investment manager/fund for Canada Gives Foundation accounts, or entering into a services agreement with us, please contact: info@canadagives.ca.
Fees for managing donor advised fund Foundation accounts at Canada Gives are designed for the private client market and based on investment counsel industry standards and practices. For detailed information click here.
| APPROVED FUNDS |
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The following investment firms and/or dealers have agreements with Canada Gives.
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| APPROVED INVESTMENT COUNSEL & FAMILY OFFICE FIRMS |
| Donors and/or their advisers can select from this pre-approved list of investment managers. |
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| APPROVED DEALERS |
| The following licensed dealers have services agreements with Canada Gives and have established their own list of approved investment options. |
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If you would like to enquire about adding an eligible investment manager/fund for Canada Gives Foundation accounts, or entering into a services agreement with us, please contact info@canadagives.ca.
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