About Us

At Benefaction, we believe it is our responsibility to help Canadians and their Advisors harness the advantages of strategic giving. We have built a reputation as a valuable resource for investment, legal and tax professionals who desire a more comprehensive understanding of the role of charitable giving in their client’s financial and estate plan. We pride ourselves on upholding the highest ethical standards. We believe in doing the right thing, the right way: giving conscious consumers the opportunity to create meaningful legacies for the causes they value most.

 
Benefaction - Good For Individuals

Good For Individuals

Benefaction believes Donor Advised Funds enable individuals and companies to:

  •  Capitalize on opportunities for tax efficient giving

  •  Integrate strategic charitable giving into your overall wealth and estate plan

 
 
 
Benefaction - Good For Advisors

Good For Advisors

Benefaction believes in helping advisors meet the growing demand for philanthropic solutions:

  • Help your clients realize their philanthropic vision while maintaining the integrity of their investment, estate and tax planning strategies

  •  Attract new charitable assets by offering a more holistic wealth management solution

 
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Good For The World

Benefaction believes in meaningful results – for donors, wealth management partners and charities – through strategic partnerships forged out of a commitment to social responsibility.

 

Annual Reports

Our Partners

Wealth Management Partners

 

Education and Research Partners

 

Foundation Management Service Provider

 
 

Testimonials

 

“CAGP and the CAGP Foundation have enjoyed a long and important relationship with Benefaction Foundation and their outstanding team. They are enormously knowledgeable about  strategic charitable gift planning, from a technical perspective and in the broader donor and philanthropic context. Their expertise has contributed to a stronger knowledge base for other financial professionals interested in learning more about providing philanthropic advisory services, and for charities interested in building their own capacity to access donor gifts through assets and strategic giving tools.

Benefaction has also been a generous donor to the CAGP Foundation, supporting our internal administration as well as the national launch of Will Power, a national campaign that aims to make leaving a gift to a charity in a Will a social norm. In doing so, they are strengthening and amplifying our important work that benefits the charitable sector as a whole.

We consider Benefaction to be a valued strategic partner for CAGP and the CAGP Foundation. We are grateful for their support, and recognize and applaud the significant contribution they make to philanthropy in Canada.”

— Ruth MacKenzie
President & CEO, Canadian Association of Gift Planners (CAGP), Executive Director, CAGP Foundation

— Paul Nazareth
VP, Education & Development, Canadian Association of Gift Planners (CAGP)

Benefaction is a public foundation registered with the Charities Directorate of the Canada Revenue Agency (CRA). Benefaction is authorized to receive philanthropic donations, issue official donation receipts, and make grants to registered charities or other qualified donees through the Donor Advised Funds we administer. Charitable Registration No. 80421 3759 RR0001.

Governed by integrity in our mission to enable benefactors to realized philanthropic objectives, Benefaction and its representatives adhere to the strict policy of professional practices and standards set out in the CAGP Code of Ethics.