Download our donor-advised fund info package.

As part of a holistic wealth management plan, help make your clients' giving more strategic, meaningful, and tax-effective with Charitable Impact. Submit your contact details below to receive an information package on our value-added services to financial advisors.

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Empower your clients to give better

With Charitable Impact, we can all focus on what we do best:
You provide the investment and relationship management expertise. We provide charitable experience, gift administration, and reporting. Your clients change the world through their charitable impact.

Donating publicly traded securities eliminates any capital gains tax.

The lowest cost advisor-managed DAF in Canada.

You maintain the client relationships and assets stay in your books.

Your client gives when they want to - no minimums or maximums.

By phone and email or in person.

Your client can access their account with convenience.

Support your clients' unique philanthropic goals

Make your clients’ lives easier with their own convenient, sophisticated, and strategic giving solution that seamlessly integrates with your existing asset management program.

Of wealth advisors claim that philanthropy is a way to deepen relationships with existing clients.

Of your clients donate to charity.

Charitable Impact has processed +$775 Million in charitable donations from +146,000 generous Canadians.



Meet Our Professional Service Team

Rob Bancroft

Director, Charitable Investment Programs

Kathleen Brouse

Senior Account Manager, Charitable Investment Programs