For Financial Advisors
Your clients are thinking about legacy. They're asking about tax efficiency. They want to give with intention. We help you have that conversation with confidence.
Why charitablegiving.ca
Plain-language articles your clients can read and understand — explaining complex strategies like securities donations, DAFs, and estate planning without jargon. Share them freely.
Province-by-province credit breakdowns, capital gains analysis for securities donations, RRSP/RRIF beneficiary strategies, and legacy giving tax frameworks — all in one place.
When your clients need a guided introduction to charitable giving — how to find a charity, how to structure a gift, where to start with a legacy — we're a resource you can confidently recommend.
How It Works
During your next annual review, ask your client: "Have you thought about incorporating charitable giving into your financial plan?" Many clients have charitable intentions but have never been asked directly. This simple question opens the door.
Point clients to charitablegiving.ca — whether that's the giving guide, the charity finder, or a specific article on securities donations or legacy giving that matches their situation. Our content is designed to educate, not to sell.
Work with your client to identify the right giving vehicles for their situation — which accounts hold appreciated securities, whether a DAF or direct giving is more efficient, how their estate plan can be updated to reflect charitable intentions.
Build charitable giving into your annual review process. Review year-end giving, tax receipts, any needed updates to estate documents, and whether the client's charitable priorities have evolved. This is a lifelong relationship, not a one-time transaction.
Planning Resources
Ready-to-share guides for your clients — covering the most common charitable giving conversations.
A step-by-step guide to executing an in-kind securities donation — from contacting the charity to ensuring your receipt is issued correctly. Includes year-end timing considerations.
Read the GuideA framework for advisors to use in legacy giving conversations — covering bequests, RRSP/RRIF designations, life insurance donations, and the tax treatment of each.
Read the GuideA comparison guide for advisors working with high-net-worth clients who are considering a structured giving vehicle. Covers costs, governance, flexibility, and the decision framework.
Read the GuideConnect With Us
Tell us about your practice and your clients' giving interests. We'll follow up with resources and ways we can support your work.
From the Field
"My clients have been asking about charitable giving for years, but I never had a good resource to point them to. charitablegiving.ca is exactly what I needed — plain language, no agenda, and genuinely useful content."
"The securities donation guide alone has helped me have a better conversation about in-kind gifts with three clients this year. It explains the capital gains benefit in a way that clients actually understand."
"I share the DAF vs. private foundation article with every client who has a serious philanthropic interest. It saves me 20 minutes of explanation and puts the decision framework in their hands."