Donor-Advised Fund for Canadians | Eastport Charitable Giving Fund
A Strategic Hub for Charitable Giving
Manage your charitable giving thoughtfully, securely, and efficiently all in one donor-advised fund.
WHAT IS A DONOR-ADVISED FUND?
Understanding Donor-Advised Funds
Run solo or with your family, your donor-advised fund (DAF) is a structured and tax-efficient charitable giving account that serves as a hub for contributing assets, receiving charitable tax receipts, and matching grants to qualified charities over time.
• Invest and grow your contributions tax-free within the fund
• Choose when and how to distribute grants
• Plan your giving strategically while aligning it with your broader financial goals
• Contribute now for an immediate receipt
• Streamline your giving with one centralized account and comprehensive reporting
A Donor-Advised Fund Designed for Eastport Clients.
Now that you understand how donor-advised funds work, here's the good news: Eastport offers its own, bringing the full power of a DAF directly to you, integrated with your existing wealth strategy and supported by your advisory team.
Eastport has partnered with GiveWise Foundation Canada to offer the Eastport Charitable Giving Fund—a secure and streamlined donor-advised fund experience tailored specifically for Eastport clients.
Support the charities you care about
Set up recurring gifts
Consolidate your charitable activity
Contribute a wide range of assets
Integrate giving into your long-term financial plan
Access instant tax receipts anytime
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HOW GIVING WORKS
How Giving Works
Simple. Flexible. Secure.
Under the guidance of your Eastport advisory team, we’ll structure your giving with a contribution strategy and philanthropic vision.
Step 01
Contribute
Make a donation of cash, publicly traded securities, mutual funds, corporate assets, or other non-cash or complex gifts.
Step 02
Receive a Tax Receipt
We process contributions securely, and issue official tax receipts promptly.
Step 03
Recommend Gifts
Directly support the charities most important to your family and your values, now or over time.
Step 04
Track and Manage
Monitor contributions, grants, and balances through your secure giving account.
Open Your Fund
Ready to open your Eastport Giving Fund?
Getting started is simple. Open your Giving Fund and begin giving in minutes.
Step 01
Talk to Your Advisor
Ready to get started? Your Eastport advisor will help you open your Giving Fund.
Your advisor sends you a secure link to create and register your Eastport Giving Fund.
Step 03
Create Your Giving Fund
Once confirmed, your Giving Fund is opened and ready to use.
Step 04
Start Giving
Contribute to your fund and recommend grants to registered Canadian charities.
Set giving goals
Schedule recurring grants
Access tax receipts anytime
Track your charitable impact
Step 05
Plan Strategically
Work with your advisor to align your giving with your long-term wealth and legacy planning.
Managing your Giving Fund is simple. Handle everything online, or work alongside your Eastport advisor to align your giving with your broader wealth and legacy strategy.
WHY CLIENTS CHOOSE A GIVING FUND
Designed for Thoughtful Giving
Simplify charitable administration
Make tax-efficient giving easier to implement
Create a structured approach to family philanthropy
Align generosity with long-term wealth planning
Enable giving from appreciated assets like securities
Access a secure, fully digital giving experience
How to contribute
A wide range of gift types
The Eastport Charitable Giving Fund supports:
Credit card
Bank transfer
E-transfer
Cheque
DAF transfer
Securities
Estate giving
Other assets
This flexibility allows Eastport clients to give strategically and efficiently.
BACKED BY TRUSTED INFRASTRUCTURE
In Partnership with GiveWise Foundation Canada
The Eastport 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 Eastport 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.
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 Eastport 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.
Begin Your Giving Strategy
Open your Eastport Charitable Giving Fund today or sign in to manage your existing account.
The Eastport 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)