When it comes to fulfilling lasting charitable goals while maximizing immediate income tax benefits, two of the most popular options are establishing a donor-advised fund and creating a private foundation.

Many high-net-worth individuals (HNWI) value giving back, and philanthropy is increasingly a factor in selecting their advisors.

For those familiar with the American philanthropic landscape, the DAF is a well-established and powerful tool for strategic giving. But how does this model translate in Canada?

Shana Dall'Osto shares her philanthropic journey - from DAFs, family values to leading Roots & Wings Foundation with trust and humility.

Who is recommending DAFs to donors and clients? What are their backgrounds, and where do they work?

Advising women donors requires more than adjusting your language or offering a curated list of grantees.

A custom Investment Policy Statement ensures your DAF portfolio reflects the same values that guide your philanthropy.

DAF Day is on October 9, 2025 — a sector-wide giving day that invites donors to unlock the power of donor-advised funds and make a collective impact.

When disaster strikes, donors with DAFs are in a unique position to act—the money is already set aside and ready to move.

In an era where generational wealth is increasing, DAFs have emerged as tools for family unity, governance, and legacy.

As an advisor, you are uniquely positioned to help clients align their financial decisions with their values.

The new philanthropic advising roles will require confidence and competence with the broader social impact toolkit.