Charitable Impact Inaugural 2022 Awards Recognize Most Engaged Wealth Management Teams
August 09, 2022
4 min read
Charitable Impact 2022 Awards Recognize Top Wealth Management Firms and Advisors Who Helped Advance Charitable Giving in 2021
Vancouver, BC (August 9th, 2022) – Charitable Impact—an online giving platform and Canada’s fastest-growing donor-advised fund—presents the winners of the first ever Charitable Impact Awards. The Awards recognize Charitable Impact’s most active wealth management teams for their outstanding engagement with charitable giving on behalf of their clients.
The decline of donor engagement is one of the most alarming challenges Canada’s charitable sector is facing today. Charitable Impact wants to recognize the crucial role wealth management firms and advisors play in increasing access to and participation in philanthropy. “We are excited about the meaningful contributions made by wealth management teams across Canada that participate in the Charitable Investment Program so they can help their clients with their giving. Their collective effort creates opportunities for more Canadians to engage in a strategic and tax-effective approach to charitable giving,” said John Bromley, Charitable Impact’s CEO.
The 2022 Charitable Impact Awards winners are:
- Wealth Management Team of the Year: Stenner Wealth Partners+ of Canaccord Genuity Wealth Management won this award because they facilitated nearly 100 unique donations, the highest number for this period, and enabled the most amount of donations totalling over $80 million on gifts ranging from several thousand dollars to many millions of dollars.
“We are thrilled”, says Thane Stenner, Senior Portfolio Manager and Senior Wealth Advisor of Stenner Wealth Partners+ of Canaccord Genuity Wealth Management. “This is an award for all our loyal clients who put their trust in us, and who have supported us. We have constantly tried to innovate in our approach on advising philanthropic endeavours with our clients. This award is a testament to that innovative mindset. My team and I are very honoured personally, and I want to give my massive thanks to Charitable Impact for this award.”
Top 5 Standout Wealth Advisor Teams:
- The Wong Group at Wellington-Altus Private Wealth
- PWL Capital Team at PWL
- Christina Anthony’s team at Odlum Brown
- Harp Dhillon Group at RBC Dominion Securities Inc.
- Stephen Webb’s team at Entrust Financial Services
“A heartfelt congratulations to all the deserving winners of the inaugural Charitable Impact Awards,” said John Bromley. “While our Charitable Investment Program has been growing engagement with financial professionals across Canada, certain teams and firms are clearly leading the way when it comes to incorporating charitable giving into their service offering. Properly supported, financial professionals can play a critical role in helping to increase access to and participation in charitable giving while expanding the ways in which they build and grow their own businesses and better serve their clients.”
By providing convenient access to a donor-advised fund, Charitable Impact’s Charitable Investment Program (CIP) boosts engagement with giving among the wealth management community. The program makes it easy for wealth managers to enable their clients to donate and to manage donated assets until their client is confident about how they want to deploy the charitable assets to create impact. The Charitable Impact Awards will be presented each year to recognize examples of outstanding wealth management firms and teams who participate in the CIP.
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ABOUT CHARITABLE IMPACT
Vancouver-based Charitable Impact is for anyone who wants to make a difference, no matter what causes they choose to support or how much they give. Just like a bank account for charitable giving, Charitable Impact’s donor-advised fund helps people simplify and organize their giving. Since being founded in 2011, more than $1.1 billion has been donated by the Charitable Impact community, with thousands of charities benefiting from the generosity of donors across Canada. Visit www.charitableimpact.com to learn more.
ABOUT CHARITABLE INVESTMENT PROGRAMS
The Charitable Investment Program helps financial professionals across Canada to integrate charitable donations and charitable asset management solutions into their service offering so they can help their clients with their giving, regardless of which charities their clients choose to support, how much money they want to give away, or how much experience they have with giving.