← Back to comparison
Advisor/Firm ProgramWinnipeg, MB

Value Partners Charitable Foundation

You can open this if: you're a Value Partners Investment Counsel advisors client.

DAF sponsor affiliated with Value Partners Investments and Value Partners Investment Counsel, a Winnipeg-based independent wealth firm. Positioned for Canadian families working with a VPIC advisor who want to integrate philanthropy alongside their personal investment accounts. Donors can align their donor-advised fund to be invested in the same manner as their personal accounts, using VPIC's full range of investment options.

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.

Estimated range
~$13,776 – $26,511
1.00%–2.00% effective · low confidence
Why a range?
Canadian independent-wealth DAF sponsors typically bundle a foundation admin fee in the 0.5-1.0% range with investment management at 0.75-1.25% depending on portfolio and advisor tier.

Minimums

To open a DAF$100,000
Subsequent contribution$10,000

Typically a Value Partners Investment Counsel client relationship. Subsequent contribution minimum $10,000.

Granting rules

FrequencyOngoing
Max grants/yearUnlimited
Capital encroachmentPermitted
Disbursement ruleMinimum annual grant is the greater of 5% of FMV at previous Dec 31 or $1,000

Grants to qualified Canadian charitable organizations; donors may name their fund and choose anonymity at the time of granting

Assets accepted

  • Cash
  • Public securities
  • Private company shares
  • Life insurance
  • Mutual fund units

Scale & activity

From T3010 CRA filing · FYE 2024-12-31

Total DAF assets
$11.6M
Annual grants
$679,531
Actual payout
5.8%
DAF accounts
39
Avg. account
$298,684

CRA registration 827192642RR0001. 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

Investment fee tiers

Balance rangeRate
$0K+· Charged by Value Partners Investment Counsel at donor's selected portfolio tier (aligned with personal account investment options)—

The site does not publish a foundation administration fee. Investment management is handled by VPIC at the donor's selected investment style, meaning the donor's underlying portfolio fees apply to the fund as well.

Why this is an estimate

Canadian independent-wealth DAF sponsors typically bundle a foundation admin fee in the 0.5-1.0% range with investment management at 0.75-1.25% depending on portfolio and advisor tier.

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: Published on provider site · Last verified 2026-04-21

Value proposition authored by WellFunded