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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A practical guide for advisors when charitable giving comes up with clients and the next step is not always clear.
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Tammy Kyte shares insights on generosity, community impact, and how simple structures can support more intentional giving.
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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.
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A 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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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.
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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.
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Press 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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Why charitable giving should be part of your financial plan — and how thoughtful generosity supports both impact and long-term goals.
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A look back at 2025 — and what the data reveals about how Canadians are choosing to give, and why it matters for the future of generosity.
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