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.
Tax-Efficient
Donating publicly traded securities eliminates any capital gains tax.
Cost-Effective
The lowest cost advisor-managed DAF in Canada.
Grow your AUM
You maintain the client relationships and assets stay in your books.
Flexible Giving
Your client gives when they want to - no minimums or maximums.
Support
By phone and email or in person.
24/7 Access
Your client can access their account with convenience.
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