The 5 Steps to Setting up your Donor Advised Fund

1. Getting to know YOU

In order to help maximize your impact on the community, we need to get to know you. Our team will meet with you and your family to gain a better understanding of how you would like to make an impact. Using our in-depth knowledge of the community, we can help you make meaningful and strategic grants to the causes you care about most.

2. Explore options for your fund

Everyone gives in different ways; no two funds are the same, We have a variety of different options to suit your needs. Based on your goals, we will work with you to find the right fit to fulfill your charitable wishes.

3. Name your fund; it's up to you

You can personalize the name of your fund after your family's name, in memory or in honour of a loved one, or in a special name of your choosing

4. Make it official

Before you can start giving to your fund, we need to make it official. We take care of all the details so you can worry about what matters most: supporting the issues important to you. Our team will prepare a fund agreement outlining your granting parameters, areas of interest and succession planning. We are committed to working with you for the long-term providing ongoing support.

5. Start Giving

The final step is to start contributing to your fund. Your gift will be invested in perpetuity. Each year you will recieve a fund statement outlining the growth of your fund and the amount available to grant. Over time, you can continue to make contributions to your fund and recieve a tax receipt for each new contribution. You can even encourage others to give to your fund.

By growing your fund, you continue to maximize your positive impact on the community.