Help clients give from assets – without added complexity
Support charitable giving beyond cash – while keeping assets under management. We handle the details behind the scenes.
No prep required. Just bring a client situation.
Start with a client situation, we'll walk you through
Built for real client situations
Charitable giving rarely shows up cleanly. It shows up in moments like these:
A business sale creates a charitable opportunity
A client is sitting on appreciated securities
Year-end tax planning turns into a rushed giving conversation
An estate or legacy discussion opens the door to philanthropy
How we work with advisors
No disruption to your workflow. No added complexity for you or your team. You maintain the relationship with your client, while we handle the execution behind the scenes.
You bring the situation
A client, a question, or an opportunity
We help structure the giving
Tax-efficient, asset-based, aligned with their goals
You stay in the relationship
We handle execution, processing, and granting behind the scenes
You have visibility and stay informed
View client giving activity and support contributions where needed through our Advisor Portal
Another resource for your practice
We built our Donation Tax Calculator to help you and your clients quickly visualize the tax advantages of giving securities versus cash.
Designed to fit your practice
- Works alongside your existing investment relationships
- No operational burden on your team
- Flexible across a wide range of client scenarios
- Supports non-cash giving (like securities) without added complexity
Advisor Portal: Simple visibility, when you need it
Our Advisor Portal allows you to view client activity and support contributions – without managing the process yourself.
You can add clients, or they can add you – so everything stays connected and simple.
Already used by advisors across Canada
Advisors across Canada use GiveWise to support charitable conversations tied to tax planning, non-cash assets, and legacy goals – without adding operational burden to their practice.
Supporting thousands of grants to Canadian charities each year.
Have a client situation you’re thinking through?
Let’s walk through it together – no pressure, just clarity.
Book a Quick ConversationPrefer to explore first? You can learn more about how we support advisors here.