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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

Types of Funds

 

Giving Fund

Legacy Fund

Fund Features

For maximum flexibility with philanthropy. To support long term philanthropy.

Minimum to Open

$5,000 $25,000

Activity Reports

Quarterly

Overhead Allocation

  • Donations less than $1,000: 6% of the value of the donation
  • Donations $1,000 or more: 1.75% of the value of the donation
  • 1.75% on first $500K of the fund balance
  • 1% on all additional funds

Interest

None 100% to the fund

 

Other Services and Fees

Grant-making

Most grant recommendations are usually processed within 10 to 14 business days at no cost to you. There is a fee for domestic grants under $1,000, wire transfers and international grants. A minimum fund balance must be maintained. All grants must be made to qualified donees, as defined by the Canadian Revenue Agency.

International Giving & Fundraising

Through our international grant-making capability, fund advisors can make grant recommendations to U.S. registered charities and pre-approved international charities.

Strategy

Philanthropic consulting and advisory services are available on a fee for service basis.
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