Welcome to the Guide for Advisors

This guide is designed for financial advisors and related professionals such as wealth advisors, wealth managers, and investment advisors. Review the policies, procedures, and forms associated with facilitating donations of publicly traded securities.

It’s Giving Season

We encourage you to open any new brokerage accounts and facilitate your clients' donations early. Assets must be received no later than December 31, 2023 to be eligible for a 2023 tax receipt. See key dates and deadlines.

1. Charitable Impact’s Donor-Advised Fund

Learn the basics of our donor-advised fund.

2. Account opening

Follow the steps to open an account at your wealth management firm in our name.

3. Donate

Invest donated assets or give them away immediately with a Charitable Investment Account or transactional account.

4. Transferring funds to a client’s Impact Account

Make funds available in a client’s Impact Account.

5. Make a grant from the Impact Account

Learn how your clients can give to Canadian registered charities, Giving Groups, and other Impact Accounts.

6. Account management and fees

Understand how Charitable Investment Accounts are managed, statements are distributed, and fees are determined.