Evergreen explainers on Donor Advised Funds, charity due diligence, and philanthropic planning in Canada.
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Just enough philanthropy to make you the most thoughtful Canadian in the room.
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$17.3B sits in Canadian donor-advised funds, already receipted and already gone from the donor's balance sheet. Seven practical things a charity can do to be found when that money moves.
Canadian DAF technology explained through two layers: the fund accounting system of record (Foundant, Ren, Salesforce) and the experience layer on top (FlightPath, WellFunded).
The rollout kit for a firm's philanthropy practice already exists: branded client sheets, guided profiles, giving plans, search, and due diligence.
Where should clients give, and can they trust the charity? AI charity search across 86,000+ Canadian charities and WellCheck due diligence in moments.
From Philanthropic Profile to Giving Plan: how advisors help clients plan giving by year, impact area, and pledge, and keep spending on track.
Your client said yes to the giving conversation. What wealth advisors do next: one question, a fifteen-minute conversation, a Philanthropic Profile.
One question opens the philanthropy conversation with clients. How wealth advisors start a philanthropy practice without becoming experts.
A diagnostic framework for Canadian DAF providers evaluating their technology—five questions that reveal where your real gaps are.
A look at the enterprise platforms, fintech players, and national sponsors shaping DAF technology in the US—and what it means for Canada.
How wealth advisors can use DAFs to deepen client relationships, retain assets across generations, and differentiate their practice.
Everything you need to know about DAFs in Canada—how they work, tax benefits, and why they're the fastest-growing giving vehicle.
Just enough philanthropy to make you the most thoughtful Canadian in the room.
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