Donor Advised Funds

The Canada Gives Foundation account

Our customized Canada Gives Foundation accounts (also known as Donor Advised Funds, or DAFs) and proprietary Foundation Administration Platform empowers philanthropists and their families, helping them fund their preferred charities however and whenever they want with the help of their trusted advisors. A Canada Gives Foundation account offers the same funding choices and executive privileges as a private foundation, but with lower administrative costs and far greater flexibility.

A Canada Gives Foundation account enables a donor to benefit from immediate tax savings for the full value of their donation and at the same time, enables them to develop a charitable giving plan for disbursing the funds to individual charities. That way, your gift can help to meet both the immediate and longer-term funding needs for the charitable programs that matter most to you.

A Canada Gives Foundation account provides a donor with the freedom to fund charities with privacy, eliminating pressure from over-solicitation and the detailed financial disclosure requirements associated with a private foundation. You can still engage with your preferred charities, gain appropriate recognition and make disbursement decisions. Our Foundation accounts simply shift how your gift is managed.

Canada Gives Foundations are simple to set up. You choose the name for your Foundation account and select the investment manager or advisor who will manage it. Once your Foundation account is established, Canada Gives becomes your host administrator and will regularly report back to you. You and your family simply select the charities you wish to support every year and let us handle the rest. Easy!

Your foundation, your way

Working with Canada Gives offers significant advantages over managing a family foundation on your own. Our service experience includes:

Managing donations & accounts

Establishing fair market value
Issuing official tax receipts
Setting up and monitoring the investment account

Processing grants to charities

Due diligence on each charity
Issuing cheques & letters to each organization
Tracking receipts for each grant

Recordkeeping and reporting

All banking
Bookkeeping management
Updating client statements each quarter

For Donors

Consolidated Quarterly Reports
Activity & Grant Reports
Concierge-style Services

For CRA

Annual Information Return
Annual Audit
Annual Corporate filings

For our Board

Financial statements & Audit
Investment reviews
Disbursement Quota Report

What makes a Canada Gives Foundation account different?

Learn More

Develop a Charitable Giving Plan

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Giving to Charities

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Build your foundation today

Create a Plan

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

Toronto | Collingwood | Edmonton

1 (844) 583-4483

Canada Gives offices are located on the traditional territory of Indigenous peoples dating back countless generations. We want to show our respect for their contributions and recognize the role of treaty making in what is now Canada. Hundreds of years after the first treaties were signed, they are still relevant today. We seek to do better, to continue to recognize, learn, and grow—in friendship and community, Nation-to-Nation.

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

Toronto | Collingwood | Edmonton

1 (844) 583-4483

Call Us - 1 (844) 583-4483

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