Donor Advised Fund - Leaving a Legacy

Donor Advised Fund (DAF) - Cost effective, tax efficient, and simple way to gift to causes you care about

  • Establishing a Fund - Personalize your legacy by naming your fund
  • Tax Credit - Receive a donation receipt and reduce tax by claiming the tax credit. Depending on your situation, the tax credit can be applied over a 5-year period.
  • Grant Recommendations - Distribute funds from your DAF to registered charities or donees that are approved by CRA
  • Invest for a Larger Impact - The assets in your DAF are invested and professionally managed. As the account grows, so does your ability to donate more.
  • Successor & Donors - By naming a successor, your legacy carries on for generations. Additionally, family and friends can donate to your fund.