Donor Advised Funds Infographic

A simple, flexible, and tax-efficient way to make a lasting impact.

The Donor Advised Funds infographic helps clients understand how this charitable giving vehicle allows Canadians to give strategically — combining the immediacy of tax benefits with the flexibility of ongoing philanthropy.

With a Donor Advised Fund, individuals or families can make a single contribution to a fund, receive an immediate tax receipt, and then recommend grants to their chosen charities over time. The funds have the potential to grow tax-free, helping clients increase their charitable impact while staying aligned with their broader estate plans.

This client-friendly infographic breaks down how Donor Advised Funds work and why they’re an increasingly popular choice for Canadians who want to give back — simply, efficiently, and cost-effectively.

“Simple, efficient and cost effective way of managing charitable giving.”

For Advisors

Advisors can use this infographic to show how Donor Advised Funds fit naturally within a tax-optimized financial plan. It’s a powerful visual aid for starting meaningful conversations about charitable goals, helping clients see the potential impact of giving now and in the future.

By integrating a DAF strategy into clients’ plans, you can help them:

  • Achieve their philanthropic and tax objectives
  • Maintain control and flexibility over how donations are distributed
  • Align giving with their family’s values and legacy goals

Snackable. Stackable. Adaptable.

Use the infographic as a quick, engaging visual to spark client interest, or stack it with FreshPlan’s charitable giving calculators to explore the tax impact of different giving scenarios.

Companion Calculators in FreshPlan

Bring the strategy to life with FreshPlan’s suite of charitable giving calculators, including:

  • Charitable Donation
  • Gifts in Kind, Shares & Other Property
  • Donating Shares to a Charity
  • Donate Some Shares, Sell Some

These tools help illustrate “what-if” scenarios that show clients how giving can be both fulfilling and financially sound.

With FreshPlan, you can deliver more advice to more people — in less time — while helping clients support the causes they care about most.