A modern approach to managing your charitable giving — thoughtfully, securely, and efficiently.
A donor-advised fund (DAF) is a charitable giving account that allows you to contribute assets, receive an immediate charitable tax receipt, and recommend grants to qualified charities over time.
Contributions may be invested and grow tax-free within the fund. You determine when and how grants are distributed, allowing you to plan your giving strategically while aligning it with your broader financial goals.
Donor-advised funds are widely used by individuals and families seeking a structured and tax-efficient approach to philanthropy.
Contribute now for an immediate receipt, and allow your contributions to grow tax-free.
Streamline your giving with one centralized account and comprehensive reporting.
A beginner's guide to understanding how DAFs work and why they're one of the most powerful charitable giving tools available.
Read Article → Tax Strategy PLACEHOLDERLearn how contributing appreciated stocks or mutual funds to a DAF can eliminate capital gains tax and maximize your charitable impact.
Read Article → Family Giving PLACEHOLDERA DAF is an ideal tool for multi-generational philanthropy. Discover strategies for engaging your family in meaningful giving.
Read Article →
Now that you understand how donor-advised funds work, here's the good news: Westwyn Ridge offers its own. The Westwyn Ridge Charitable Giving Fund brings the full power of a DAF directly to you — integrated with your existing wealth strategy and supported by your advisory team.
Westwyn Ridge has partnered with GiveWise Foundation Canada to offer the Westwyn Ridge Charitable Giving Fund — a secure and streamlined donor-advised fund experience tailored specifically for Westwyn Ridge Wealth clients.
Through one dedicated giving account, you can:Your Westwyn Ridge advisory team can help guide contribution strategy and philanthropic planning.
Make a donation of cash, publicly traded securities, mutual funds, corporate assets, or other non-cash or complex gifts.
Contributions are processed securely, and official tax receipts are issued promptly.
Direct support to the charities you choose — now or over time.
Monitor contributions, grants, and balances through your secure giving account.
Getting started is simple. Open your Giving Fund and begin giving in minutes.
Ready to get started? Your Westwyn Ridge advisor will help you open your Giving Fund.
Get in touchYour advisor sends you a secure link to create and register your Westwyn Ridge Giving Fund.
Once confirmed, your Giving Fund is opened and ready to use.
Contribute to your fund and recommend grants to registered Canadian charities.
Work with your advisor to align your giving with your long-term wealth and legacy planning.
Handle everything online, or work alongside your Westwyn Ridge advisor to align your giving with your broader wealth and legacy strategy.
The Westwyn Ridge Charitable Giving Fund supports:
Credit Card
Bank Transfer
E-Transfer
Cheque
DAF Transfer
Securities
Estate Giving / Planning
Other Assets
This flexibility allows Westwyn Ridge clients to give strategically and efficiently.
The Westwyn Ridge Charitable Giving Fund is administered in partnership with GiveWise Foundation Canada,
a
registered Canadian foundation specializing in digital donor-advised funds.
(Charity Registration No: 701032526 RR0001)
GiveWise provides secure processing, tax receipting, compliance oversight, and operational support — allowing Westwyn Ridge clients to focus on impact.
A Donor-Advised Fund (DAF) is a dedicated charitable giving account. It allows you to contribute various assets, receive an immediate tax receipt, and recommend grants to your favorite registered charities on your own timeline.
You can donate cash, publicly traded securities, mutual funds, corporate assets, cryptocurrency, and more. Donating appreciated securities is especially beneficial as it can eliminate capital gains tax while maximizing your charitable impact.
Official tax receipts are issued promptly upon your contribution processing, allowing you to quickly secure tax deductions for the current fiscal year.
Yes. A DAF is an excellent tool for multi-generational philanthropy. You can easily involve your family members by reviewing potential grants together, or even naming successors to continue your charitable legacy.
Your Westwyn Ridge advisory team helps integrate your philanthropy into your comprehensive wealth management plan. We can guide you on the most tax-efficient assets to contribute, timing strategies, and how to structure your long-term giving goals.
Absolutely. The fund is safely administered in partnership with GiveWise Foundation Canada, providing industry-leading secure processing, strict compliance oversight, and seamless operational support.
Explore articles and guides to help you give more strategically.
Make the most of your charitable giving before the tax year closes with these proven strategies.
Read Article → Planning PLACEHOLDERUnderstand the key differences between a donor-advised fund and a private foundation to choose the right fit.
Read Article → Impact PLACEHOLDERFrom grant timing to asset selection, learn how to ensure every dollar you give creates the most good.
Read Article → Getting Started PLACEHOLDEREverything you need to know about opening your first donor-advised fund and making your first contribution.
Read Article → Estate Planning PLACEHOLDERA DAF can be a powerful complement to your will and estate strategy, ensuring your charitable legacy lives on.
Read Article → Crypto & Securities PLACEHOLDERCrypto donations through a DAF can be surprisingly tax-efficient. Here's how it works in Canada.
Read Article →