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Create a Donor Advised Fund

Contact Us

Vancouver
Rachel Rocco
1.866.843.3722 ext. 4964
604.424.9964

Toronto
Melissa Leite
1.866.843.3722 ext. 3975
647.497.9975

Create a Donor Advised Fund

Do the most with your money, your ideas and your ideals

A donor advised fund at Tides Canada is an easy and efficient alternative to creating your own charitable or private foundation. We handle the paperwork and provide due diligence so that you can focus on making change.

Types of Funds

  • Giving Fund: For individuals or organizations who wish to have maximum flexibility with their funds. You can make an immediate impact with your charitable dollars.
  • Legacy Fund: For individuals or organizations who wish to have a long-term horizon for their philanthropy. Over time, your fund will grow and provide ongoing support to your favourite charities.

Learn more about the different types of donor advised funds.

How does it work?

YOU

  • Open a fund with a name and purpose
  • Make gifts to your fund at Tides Canada
  • Recommend grants to charities

WE

  • Take care of administrative details
  • Manage your grant-making
  • Ensure that your funds are invested responsibly

Benefits of a donor advised fund at Tides Canada

A sense of community

By opening a fund at Tides Canada, you join our community of forward-thinking donors, philanthropists, activists, foundations and organizations. We share your passion for the environment and social justice.

Ease and flexibility

  • No need to track multiple receipts. We provide you with quarterly and year-end statements, summarizing all the activity in your fund.
  • Donate to your fund in a variety of ways. We can accept everything from cheques to securities to legacy gifts.
  • Easily advise grants to charities online. You can time the distribution of grants at your discretion without the pressure of year-end deadlines.

Cost effective and tax efficient

Maintaining a donor advised fund at Tides Canada is significantly more cost effective than setting up, administering and reporting on a charitable foundation. In addition, when you donate highly appreciated securities to your fund, you receive the maximum tax benefits allowed by law.

Personalized strategic counsel

Be on the cutting-edge of environmental and social change solutions and best practices in strategic philanthropy. Our consulting team can work with you to create a high-impact giving plan. Your informed giving choices make a bigger difference.

Socially responsible fund management

All Tides Canada funds are managed under our socially responsible investment policies. Since our inception over a decade ago, we have invested in organizations whose policies and practices align with our mission to build a more sustainable and just world.

Option for anonymity

You can choose to remain anonymous or to share who you are with recipients and promote your fund on our website. The decision is yours.

For more information, please contact us today.

1.866.TIDES.CA (843.3722) toll-free within Canada and the U.S. info@tidescanada.org . Privacy Policy
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