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As a trusted advisor, you guide your clients towards smart financial and estate planning. We’re here to help you integrate their philanthropic goals within that bigger picture.
Whether your clients are individual philanthropists, foundations or charities, a donor advised can help them:
- Offload the administrative work of setting up and maintaining a personal foundation
- Secure a current-year tax receipt while figuring out future plans, and evolve their giving with their changing needs and interests
- Leverage giving vehicles like gifts of life insurance, securities and holding companies
- Succession plan or entrust us to steward their fund
- Develop a giving strategy and portfolio to make lasting change
Many advisors recommend us for our investment pooling approach because it opens doors. With access to asset classes like private equity—typically out of reach for smaller funds.
Think an exploratory conversation about our services could help your team? Book us for a learning session with your team, to learn about all the ways we can help you help your clients.
Book us for a learning session.
Explore more about our funds
Investment approach
A world-class investment manager, investment pooling, and responsible investing that doesn’t compromise on strong returns. We leverage the best strategies to maximize your impact.
Fund types
We offer several fund types to choose from depending on your charitable goals, timeline and how hands-on you want to be.
Investment 
for charities
The Community Capital Pool offers small and medium-sized Canadian charities sophisticated investment management that is typically reserved for large institutions.
Private foundations
For clients considering a private foundation, a donor advised fund with us offers an easier alternative with flexibility, lower fees and reduced administrative burden while creating meaningful change.
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Join our advisor network
Philanthropy is a growing interest for your clients. As an advisor, you are uniquely positioned to help them optimize and integrate their charitable giving with their broader financial and estate management plans. By partnering with Toronto Foundation you have access to:
- Exclusive events to stay informed about charity tax and estate planning news and trends.
- Attend (or host) one of our learning sessions or lunch and learns so you can better understand how we can help you support your clients
- A growing network of experts who can become your centres of influence.
- A chance to build relationships with charitable organizations and leaders.
Subscribe to our Advisor Essentials mailing list today.
