Helping your clients make their legacies count, today and tomorrow
Recent tax changes on donations and securities have resulted in donors making larger gifts to their preferred charities, with unprecedented interest in planned giving.
As a trusted advisor, your strategic insights can play a valuable role in helping your clients create a tax-efficient charitable giving strategy. Canada Gives is a charitable foundation set up to manage Donor Advised Fund (DAF) accounts, an efficient and cost-effective tool for establishing a lasting philanthropic legacy. Consider ours a value-added service that relieves the administrative burden associated with establishing and managing a private foundation on behalf of your clients.
- Your clients can set up a DAF account under the umbrella of Canada Gives in one day instead of the months it can take to set up an independent private foundation
- Unlike many other DAFs, ours are customized to support each client’s individual giving goals and activities
- You manage the assets according to our SIP&G, not with a restricted list of investment options