A division of Cardinal Capital Management, dedicated to serving the philanthropic needs of individuals and organizations across Canada.
Charitable giving guidance from a team of expert advisors.
As a donor or funder, you have a strong desire to make the world a better place. Your gifts and the donations you manage have the power to change lives, drive innovation and support creativity. At Cardinal Philanthropy, we’re committed to making charitable giving more accessible for individuals and organizations.
We provide specialized services to help you exceed your philanthropic goals and receive the maximum benefit from your donations. Our experienced advisors offer a risk-free process, so you can focus on making a difference in your community.
Giving Back With Intention
Cardinal Philanthropy Services For Individuals Include:
Cardinal Foundation Access
Start a fund with the Cardinal Foundation and make grant recommendations to your favourite organizations — we handle the details so you can concentrate on what matters most.
Private Foundation Set Up
Register your own private foundation with Canada Revenue Agency through this turnkey service with continued support.
Individual Gift Advice
Receive practical answers for all your gift-giving questions from our knowledgeable advisors.
Access our network of talented lawyers, accountants and financial planners who specialize in philanthropic services.
Cardinal Philanthropy Services For Organizations Include:
Gift Acceptance Policy & Procedure Development
Ensure your organization’s charitable giving policies and procedures comply with all Canadian rules and regulations.
Tax Receipt Issue Resolution
Confirm you are issuing correct tax receipts for the gifts received.
Insurance Program Reviews
Ensure expected benefits will be received with a comprehensive review of insurance contracts owned by your organization.
Align with expert actuarial services to ensure the value of your organizational tax receipt is accurate*.
Learn about a wide variety of charitable giving topics through our Canada-wide presentations for organizations and individual donors.
Charitable Gift Training:
Present a tailored training program for staff and volunteers on the latest charitable giving rules with the help of our advisors.
Ongoing Management Support
Access our advisors 24-hours a day for help with all variety of operational issues.
*Services provided by third parties.
Consistent, Winning Reputation
Cardinal Capital Management, Inc. was founded in 1992. The company was built on the premise that most investors do not have access to good long term investment alternatives. Since those early days, our team has been driven by a commitment to consistency, discipline, research and an unwavering desire to do what is best for our clients and their families. With approximately $2 billion in assets under management and a skilled team of over 40 staff – including 10 CFA charter holders, our approach has been rewarded by a proven track record, and by the growing assets of a large number of private and institutional clients.