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Advisor/Firm Programest. 2008 · Toronto, ON

Cidel Foundation

You can open this if: you're a Cidel advisors client.

Boutique private-wealth-affiliated DAF for Cidel clients. High-touch service model consistent with Cidel's private-client positioning. Limited public information — treated as an advisor-channel DAF sponsor.

Built by or for a specific bank or wealth firm. You come in through your existing firm relationship.

Cost calculator

Estimate fees for your scenario. Grants are never reduced by fees — fees apply after each year's granting.

Not costable
Fee schedule not disclosed
Fee schedule not publicly disclosed

Minimums

To open a DAF—

Typically requires Cidel client relationship.

Granting rules

FrequencyOngoing
Max grants/yearUnlimited
Capital encroachmentPermitted
Disbursement rule5% CRA minimum

Assets accepted

  • Cash
  • Public securities

Scale & activity

From T3010 CRA filing · FYE 2024-12-31

Total DAF assets
$73.6M
Annual grants
$6.2M
Actual payout
8.4%
DAF accounts
31
Avg. account
$2.4M

CRA registration 836725820RR0001. Payout rate is actual grants divided by total assets over the filing period — a real-world indicator that can differ from the provider's stated disbursement policy.

Fee structure

Admin fee tiers

Balance rangeRate
$0K+· Fee schedule not publicly disclosed—

Virtually no public information. Boutique nature of Cidel likely means fees are negotiated per-client. Direct inquiry strongly recommended.

Also consider

Advisor/Firm ProgramIG Wealth Management Charitable Giving Program

For donors already working with IG Wealth Management or IG Private Wealth Management. Keep your IG advisor and stay within the Investors Group fund family while adding a charitable giving account. Shares the Strategic Charitable Giving Foundation infrastructure with the Mackenzie program (both are IGM Financial subsidiaries).

Advisor/Firm ProgramMackenzie Charitable Giving Program

For donors already invested with Mackenzie. Keep your Mackenzie advisor and stay within the Mackenzie fund family while adding a charitable giving account. Ten portfolio options across conservative to growth mandates.

Advisor/Firm ProgramNicola Wealth Private Giving Foundation

For existing Nicola Wealth clients. No additional DAF-specific administration fees; the Foundation's costs are absorbed into the broader wealth management relationship. Legacy advisors assist with charity selection and integrate giving with your financial and tax planning. Note that Nicola Wealth's standard AUM fees (1.25% on the first $1M) apply to the full client portfolio, including DAF assets. Reports $39.5M disbursed to 1,000+ charities across 529 DAFs in 2024.

Data sources

Confidence: Not publicly disclosed · Last verified 2026-04-21

Value proposition authored by WellFunded