Individuals

Whether you wish to support the arts, conserve natural resources, advance medical research or help a disadvantaged family, Benefaction will help you give back to the causes you hold dear. Benefaction provides simple, smart and tax-effective ways to help make your philanthropic dreams a reality. With a Benefaction Donor Advised Fund, your advisor can continue to help ensure your gifts complement your overall wealth management strategy and supports your cause in a way that is effective and lasting, and engages your family along the way. Visit the Resources and FAQ pages for detailed information on how our DAFs work. At Benefaction, we support our donors by adhering to the Association of Fundraising Professional’s Donor Bill of Rights.

 

Benefits Of Establishing A Donor Advised Fund

 
Benefaction - Tax Savings

Tax Savings

You will receive a charitable donation receipt when you donate to your fund. Plus, when you donate securities, the tax liability typically associated with the realization of accrued capital gains will be significantly reduced.

Benefaction - Efficiency

Efficiency

Achieve all the financial advantages and personal fulfillment that comes with establishing your own private foundation, with significantly less cost and complexity.

Benefaction - Control

Choice

With Benefaction, you advise on the charities you would like to support. You recommend who you would like to manage the assets.

Benefaction - Legacy

Legacy

Create lasting change by adding to your fund over time. Place a bequest in your Will, donate an RRSP or RRIF, or transfer a paid-up life insurance policy. You can also invite your family and friends to contribute to your fund and get involved in your cause.

Testimonials

  • "Benefaction facilitates our family fund by managing our grants, growing our fund tax free and allowing for tax savings and ongoing giving through our own estate planning and wills. What a wonderful combination of advantages for anyone who wants to give back or "pay it forward"! Thank you to the Benefaction team." - Bradford Fund

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