About Charitable Gift Funds

A Charitable Gift Fund enables individuals with philanthropic interests to more effectively plan their charitable giving, as well as maximize its impact. Charitable Gift Funds are now being offered by financial service providers, enabling them to better serve their clients.

HOW A CHARITABLE GIFT FUND WORKS

With a Charitable Gift Fund plan, an individual or corporation:

• Makes an irrevocable contribution of assets (cash, appreciated securities or other property) to a registered charitable organization that administers the fund as a donor-advised fund.
• Recommends the re-investment of their contribution into various investment options offered by a financial service provider to increase their charitable giving power.
• Receives a donation receipt for income tax purposes.
• Recommends grants to charities and other not-for-profits of their choice annually. 

Learn More About Charitable Gift Funds

BENEFITS
Learn about the benefits to financial service providers of offering a Charitable Gift Fund product, as well as the benefits enjoyed by your firm's clients who choose to open a Charitable Gift Fund account.  (more . . .)

OUTSOURCING SOLUTIONS
Explore the advantages of outsourcing Charitable Gift Funds.  (more . . .)

CHARITABLE GIVING IN CANADA

See how charitable giving in Canada is growing, and how the demand for influence and control of the giving process is increasing.  (more . . .)

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