Leverage Canada’s leading donor-advised fund
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, a Canadian donor-advised fund, you can further advance your clients’ tax position. 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.
Value of securities
Originally purchased at $1,000.
Tax on capital gain
Calculated on $9,000 capital gain.
Donation amount after tax
After capital gains tax deducted.
Charitable tax credit
Amount that can be used to offset other income.
Value of securitiesOriginally purchased at $1,000. | |
| Selling | Donating |
$10,000 | $10,000 |
Tax on capital gainCalculated on $9,000 capital gain. | |
| Selling | Donating |
$1,980 | $0 |
Donation amount after taxAfter capital gains tax deducted. | |
| Selling | Donating |
$8,020 | $10,000 |
Charitable tax creditAmount that can be used to offset other income. | |
| Selling | Donating |
$3,529 | $4,400 |
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.
An intuitive experience for your clients
- Give simply and quickly on the web or the mobile app
- Easily accessible giving history and downloadable tax receipts
- Automated giving options and the ability to give with family and friends
Securities, cash, and more
We accept a wide range of assets for donation.
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
donated by the Charitable Impact community
people have given to the causes they care about using Charitable Impact
Awards
We’re recognized for supporting financial advisors with innovative approaches to charitable giving for their clients.
Charitable Impact Awards for advisors
The Awards recognize Charitable Impact’s wealth advisor teams for their outstanding efforts in engaging their clients with charitable giving.
See the award winners