Canada's most flexible donor-advised fund

Your clients are giving more to charity every year. As part of a holistic wealth management plan, help make your client's giving more strategic, meaningful, and tax-effective with Charitable Impact.

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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 +$500 million in charitable donations from +100,000 generous Canadians.

Meet Our Professional Service Team

Mike Todd

Director, Charitable Investment Programs

Rob Bancroft

Senior Manager, Non-Cash Gift Administration

Kathleen Brouse

Account Manager, Charitable Investment Programs