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. Cardinal Philanthropy is committed to making charitable giving more accessible for individuals and organizations.
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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

Individual Gift Advice

Receive practical answers for all your gift-giving questions from our knowledgeable advisors.

Advisory Services

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.

Actuarial Assessments

Align with expert actuarial services to ensure the value of your organizational tax receipt is accurate*.

Seminars

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.

Cardinal

Charitable giving guidance from a team of expert advisors.

Giving Back With Intention

Let us show you how.

Charitable giving
guidance from a team
of expert advisors.