Client Benefits

"Give generously but not indiscriminately. Select carefully those worthy to receive your gifts."

— Lucius Anneaus Seneca (4 BC)

Benefits to Your Client

Few charitable giving options provide the versatility and tax efficiency of a charitable gift fund in Canada. Our Charitable Gift Fund (CGF) Program offers some noteworthy features and benefits:

A Flexible Charitable Giving Instrument - Today and Forever
A single contribution to a CGF today allows your client to recommend grants to multiple charities - each year, every year - forever.

Attractive Tax Credits
Contributions to a charitable gift fund are fully eligible for a donation receipt in the year your client makes their gift.

Preferred Tax Treatment on Appreciated Securities
When your client contributes appreciated securities to a charitable gift fund, a donation receipt will be issued for the full fair market value (FMV) of the securities on the date they are received by the Foundation. In computing the amount of the charitable tax credit, your client will enjoy the benefit of all of the appreciation and pay no tax on it.

Potential to Give More Over Time
Contributions to a charitable gift fund are invested consistent with the Foundation's approved investment policies, under the professional management of some of Canada's most respected investment firms. This approach creates the potential for tax-free growth in your client's CGF, preserving the purchasing power of the assets under management, and increasing your client's ability to give more to charities over time.

Create a Legacy of Giving
Clients can name successor advisors to their CGF to continue the tradition of giving beyond their lifetime.

Separation of Tax Planning and Charitable Gift Planning Decisions
Clients can recommend charitable grants on their own timetable. Attractive tax advantages can be realized through generous giving today, while grant recommendations in support of qualifying charities can be thoughtfully considered for implementation tomorrow.

Simplified Administration & Record Keeping
Our Charitable Gift Fund Program provides your clients with consolidated reporting and record-keeping support. Regular activity reports will be prepared in an accurate and timely manner.

Confidentiality Maintained
Grant(s) recommended by your clients can be made anonymously, so their names and other personal information cannot be published accidentally by recipient charities for recognition purposes.