Benefaction enables individuals, financial advisors and institutions make a positive impact through planned giving. Our mission is to encourage philanthropy by helping Canadians maximize charitable giving while minimizing tax burdens. We’ll help you and your advisor by making it easy to add charitable giving to your overall wealth management plan.

Good for Individuals.
Benefaction’s Donor Advised Funds and Charity Portfolios enable individuals and their companies to:
   • Realize tax advantages through cash or securities donations
   • Choose how their donations are applied and invested

   • Receive reporting on the positive impact of their giving

Good for Advisors.
Benefaction helps advisors and their firms demonstrate social responsibility by:
   • Supporting charitable initiatives that fit with their business goals;
   • Meeting the growing demand for philanthropic solutions; and
   • Providing charitable giving solutions that support the clients’ investment objectives.

Good for the World.
Benefaction facilitates meaningful results—for donors, wealth management partners and charities—through strategic partnerships forged out of a commitment to social responsibility.