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.
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.
Grow your AUM
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.