Giving & Philanthropy

When Charitable Giving Comes Up in a Client Conversation – What Happens Next?

A practical guide for advisors when charitable giving comes up with clients and the next step is not always clear.

Family Foundation or Donor-Advised Fund? Rethinking Modern Family Philanthropy

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.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.

Should You Use a Donor-Advised Fund in Canada? A Simple Donor Checklist

A simple checklist to help Canadian donors decide whether a donor-advised fund is the right fit for organizing and managing their charitable giving.

Charitable Tax Receipts in Canada: What Donors Need to Know

A 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.

What Actually Qualifies for a Charitable Tax Receipt in Canada

Financial 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.

Thinking About Your Giving Strategy This Year?

Why charitable giving should be part of your financial plan — and how thoughtful generosity supports both impact and long-term goals.

2025 in One Word: Postcards from the Year of Generosity

As 2025 comes to a close, the GiveWise team reflects on the year through a simple lens: one word. Shared as postcard-style reflections, these stories capture moments of generosity, growth, presence, and connection that shaped the year.

A Simple Year-End Giving Checklist for Canadians

Feeling the year-end giving pressure?

This simple checklist helps Canadians give thoughtfully and confidently — from choosing how to give, to understanding timing and tax receipts, to setting funds aside now and deciding where to give later.

Donation Checklist for Year-End: Is Your Org Ready for Giving Season

Donors are ready to give — the question is, are you ready to receive? This year-end checklist helps charities strengthen their giving page, prepare for non-cash gifts, and reduce frustration for supporters during the busiest giving season of the year.

Giving Tuesday 2025: A Simple Way for Canadians to Give Back

Giving Tuesday is a global day dedicated to generosity — and Canadians play a leading role. This post highlights why it matters in Canada, how families can participate, and simple ways to support registered Canadian charities through your GiveWise Giving Fund.

Year-End Giving: A Strategic Conversation Advisors Shouldn’t Miss

Year-end giving isn’t just generous — it’s strategic. This post equips advisors to raise the conversation and introduces GiveWise as a simple, tax-efficient solution.Year-end giving isn’t just generous — it’s strategic. This post equips advisors to raise the conversation and introduces GiveWise as a simple, tax-efficient solution.

5 Questions to Deepen Year-End Conversations with Clients

Year-end is the perfect time to deepen client conversations. These 5 questions help advisors go beyond the numbers — uncovering purpose, generosity, and legacy.