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

Year-end giving is more than generous — it’s strategic. 

High-net-worth clients are actively reviewing tax strategies, corporate distributions, and investment gains. Charitable giving can be a vital part of that conversation — but often it comes up only if you raise it. 

By proactively identifying giving opportunities, you strengthen client trust, deepen values alignment, and expand your role as a comprehensive advisor. 

Why now? 

• Over 30% of annual giving happens in December 

• Gifts of appreciated securities can eliminate capital gains and the tax associated 

• Donations from corporations or family trusts can reduce taxable income 

• Clients can maximize deductions by giving before December 31 

Where GiveWise fits in 

GiveWise is a Canadian donor-advised fund (DAF) platform that simplifies giving for your clients — and supports you as the advisor. 

Through a Giving Fund, your clients can: 

• Donate now and receive an instant charitable tax receipt 

• Decide where to give later 

• Consolidate donations into one year-end statement 

• Donate cash, securities, crypto, or even private company shares 

We handle the donation and disbursement. 

You stay the trusted advisor. 

What to do this quarter: 

• Add giving to your year-end checklist: 

  • “Do you plan to make any charitable donations this year?” 

• Refer clients to GiveWise: 

  • A modern, flexible, fully digital platform built to support complex giving. 

• Connect with Dan, GiveWise's Director of Finance & Investments, if you have questions or want to discuss a specific client situation. 

  • Book a meeting with Dan

  • Visit our Financial Advisor page to learn more.