As a smart trusted advisor, gift your client a giving legacy that lasts.
A Canada Gives Foundation account has numerous advantages notably enabling donor client’s trusted advisors to manage the assets in the account.
And as we’re fully independent from any financial institution you can make investment decisions based solely on market conditions and your client’s giving plans.
In effect, maximizing the Foundation’s giving potential and lifespan as donation strategies are developed in concert with your total tax and estate planning, which with a Canada Gives Foundation, can now include philanthropy.
And by operating a concierge approach to philanthropy, Canada Gives makes it as easy and as simple as possible to set up (fee-free in a day) and maintain that Foundation by handling all the administrative and fiduciary obligations that can go with it.
This alongside our other Boutique services:
- Foundation Profile Development
- Grant Application Vetting
- Research, Due Diligence on Canadian charities & Facilitated Introductions
- Foundation Website Templates & Development
- Fundraising Support: Set-up, customization & reporting for event and P2P platforms.
A Foundation built for enduring impact with the services and tools that support making it so.
As a Canada Gives Foundation account holder, you and your client can benefit, not only from our hands-on, light touch, get it done, friendly service and administration approach, but importantly you have access to our bespoke research and reporting tools through our unique and proprietary Client Portal.
With secure access to all your official tax receipts, to filing your Grant Letters or making multiple Grant Requests, the Canada Gives Donor Portal compiles reports with statistical charts giving you instant oversight on where your client’s Foundation is active and having the most impact, with the variety of causes it is supporting.
Our bespoke ‘How long will my Foundation last?’ Calculator, an easy-to-use tool allows you to quickly assess the lifespan of your client’s Foundation given your specific investment and disbursement positions.
Experiment with different scenarios with dollar and percentage values, set rates of return, generate timelines and printouts with exact opening and closing balances.
A valuable tool in supporting the conversation with clients on increasing funds to extend the life of their Foundation, whilst limiting liabilities and securing more assets under management.
And with more donations to distribute, there may be a need to expand the reach of the Foundation to include more charities to support.
Here again, your Client Portal includes the comprehensive Charity Research Tool, which profiles every Canadian registered charity under categories of activity and purpose.
Detailing contact details, programs, and recent financial information, it will provide you and your client with the necessary information upon which to determine their suitability for support.
From here your client can decide to issue a grant request or save it for further consideration.
It’s a real gift of a setup!
Just ask our clients.
So perhaps today’s the day (of all days), you gift it?
Here’s our number once you have: 1 (844) 583 4483
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
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.