Charitable Impact for Advisors

Grow your business and give clients the best advice, by helping them give.

Your clients trust you to build the best financial plan for their unique goals.

When you help them donate publicly traded securities with Charitable Impact, you can advance your clients' tax position more than ever before. You'll also help them better support their favourite causes—deepening your offering and further distinguishing your business.

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Be the one your clients turn to for donating securities

  • Reduce capital gains tax to $0

    Capital gains are deemed to be zero when donating appreciated publicly traded securities with Charitable Impact.

  • Offset more taxable income

    Instead of selling first, donating publicly traded securities directly leaves your client with a larger tax credit to offset other taxable income.

  • Support every client with one solution

    Process and manage donations of publicly traded securities for all of your clients, no matter which charities they support.

Serve your clients’ goals, and their vision of a brighter future

Donating publicly traded securities directly is more advantageous than selling them first.
Selling
Donating
Value of securities

Originally purchased at $1,000.

$10,000
$10,000
Tax on capital gain

Calculated on $9,000 capital gain.

$1,980
$0
Donation amount after tax

After capital gains tax deducted.

$8,020
$10,000
Charitable tax credit

Amount that can be used to offset other income.

$3,529
$4,400
Value of securities

Originally purchased at $1,000.
Selling Donating
$10k
$10k
Tax on capital gain

Calculated on $9,000 capital gain.
Selling Donating
$1,980
$0
Donation amount after tax

After capital gains tax deducted.
Selling Donating
$8,020
$10,000
Charitable tax credit

Amount that can be used to offset other income.
Selling Donating
$3,529
$4,400
*This example assumes a blended tax rate of 44%

Expand your offering,
no philanthropic expertise required

Leverage Canada's leading online donor-advised fund for your business. We make donating, investing, and giving assets straightforward and effective.

Donate & Give

Some clients will know exactly which charities they want to support, and when. You can help them get the tax benefits of donating publicly traded securities and enable them to support their charities of choice immediately.

Donate & Invest

Other clients might not know which charities they want to support yet. They may also want to donate larger amounts to offset tax liabilities, or to support charities over time. Your investment management expertise can continue to benefit them and the growth of their charitable dollars.

Or, choose both

Often, clients will prefer to support charities immediately with a portion of their donation, while retaining the remaining balance with you to manage over time. With Charitable Impact, it’s simple to do both.

Low cost, high tech,
and exceptional service.

Lowest cost of any advisory-managed donor-advised fund in Canada
Give to any registered charity—there are more than 85,000 to choose from
A dedicated Donor Experience team is here to support your clients with their account and their giving
Philanthropic advisory services are also available to help your client create and manage a personalized giving strategy

An intuitive experience for your clients

  • Give simply and quickly on the web or the iOS app (Android app available in 2021)
  • Easily accessible giving history and downloadable tax receipts
  • Automated giving options and the ability to give with family and friends
See how it works for donors

Securities, cash, and more

We accept a wide range of assets for donation.
Publicly traded securities
Cash
Real estate
Cryptocurrency
Life insurance
Private company shares

We're here to support you

  • Our team is here to support you from beginning to end of each donation
  • Connect with us by phone or email any time you need
  • Access expertise for engaging clients in philanthropic conversations

Trusted across Canada

$775M+

donated by the Charitable Impact community

146,000+

people have given to the causes they care about using Charitable Impact

What advisors are saying

Charitable Impact has been a tremendous platform and resource for my clients. It provides them with an effective and straightforward way to fulfill their philanthropic goals and integrates seamlessly into their wealth management plan.

Dave Lougheed

Portfolio Manager & Wealth Advisor, Lougheed Wealth Management of Raymond James Ltd.

The team at Charitable Impact has been great to partner with, allowing our clients to accomplish their goals of tax planning combined with charitable gifting. The account setup and administration process are seamless.

Brendon Boothman

Portfolio Manager, Boothman Private Wealth Management of RBC Dominion Securities Inc.

Charitable Impact has quickly become our firm’s reliable go-to solution for our clients’ philanthropic endeavours. They have continuously provided our clients with an impressive experience from start to finish. The team is very knowledgeable and highly responsive.

Matthew Gour

Associate Portfolio Manager, PWL Capital Inc.

At Wellington-Altus, we know that philanthropy is an integral part of wealth management. Charitable Impact is one of the very few donor-advised funds that our clients can use to direct their investments while we can stay involved. My clients and I appreciate the convenience, flexibility, and friendly personal service that makes it easy for us to work together.

Gord Love

Executive Vice-President and Senior Portfolio Manager, Wellington-Altus Private Wealth Inc.

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Talk to our team

Learn more about how Charitable Impact can help you grow your business.
Or, email advisors@charitableimpact.com