Giving & Philanthropy
Donating Securities in Canada: A Practical Guide for Advisors
Posted on: Jul 6, 2026A clear, practical guide for advisors helping clients donate publicly traded securities in Canada.
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Giving & Philanthropy
When Charitable Giving Comes Up in a Client Conversation – What Happens Next?
Posted on: Jun 4, 2026A practical guide for advisors when charitable giving comes up with clients and the next step is not always clear.
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Care Impact 'Neighbourly' Podcast: Making Generosity Part of Everyday Life with Tammy Kyte
Posted on: Apr 30, 2026Tammy Kyte shares insights on generosity, community impact, and how simple structures can support more intentional giving.
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Family Foundation or Donor-Advised Fund? Rethinking Modern Family Philanthropy
Posted on: Apr 15, 2026Do families still need a foundation to be serious about philanthropy? Explore how donor-advised funds offer a simpler way to organize family giving and build a legacy of generosity.Do families still need a foundation to be serious about philanthropy? Explore how donor-advised funds offer a simpler way to organize family giving and build a legacy of generosity.
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Should You Use a Donor-Advised Fund in Canada? A Simple Donor Checklist
Posted on: Apr 1, 2026A simple checklist to help Canadian donors decide whether a donor-advised fund is the right fit for organizing and managing their charitable giving.
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Charitable Tax Receipts in Canada: What Donors Need to Know
Posted on: Mar 5, 2026A simple guide to how charitable tax receipts work in Canada — when they’re issued, what donations qualify, and how to keep your records organized for tax season.
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What Actually Qualifies for a Charitable Tax Receipt in Canada
Posted on: Feb 23, 2026Financial advisors are often asked what qualifies for a charitable tax receipt in Canada. This guide outlines CRA rules, securities donations, timing considerations, and common tax-season questions.
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GiveGenius Expanded: Helping Charities Receive Larger Gifts
Posted on: Feb 11, 2026Press Release — GiveWise Foundation Canada has announced an expanded approach to GiveGenius, its charity-facing giving solution designed to help nonprofits better support today's increasingly strategic donors.
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Thinking About Your Giving Strategy This Year?
Posted on: Feb 4, 2026Why charitable giving should be part of your financial plan — and how thoughtful generosity supports both impact and long-term goals.
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