91%* of your clients
donate to charity.

Simplify their giving, leverage significant tax advantages and help them give more effectively to the causes they care about.

Learn more about Charitable Impact Strategies.

Or call 1-866-681-0104

Charitable Impact Strategies offers objective giving support for philanthropists and their advisors.

It’s a part of CHIMP (Charitable Impact), which operates the fastest, and most flexible, donor-advised fund (DAF) in Canada. Our cause-neutral charitable expertise helps you provide value-added advice to your clients -
and maximize the impact of their giving.

When you work with Charitable Impact Strategies, everyone does what they do best.

  • You manage the investments
  • We execute the charitable plan
  • Your clients have greater impact

Your clients want to talk about charity. Start the conversation during important life events:

  • Estate planning
  • Tax planning
  • Discussions about inheritance
  • A high-income year
  • Planning for a business exit

Charitable Impact Strategies is a part of CHIMP.
That means your clients benefit from:

24/7 access to their giving accounts on
Fast disbursements—charities receive gifts of any size within days.
High-touch support via phone, email, or in person.
The lowest-cost DAF in Canada.
Automated admin (instant tax receipts, no paperwork)

Did you know?

Donating publicly traded securities is the most tax effective way to give.

If your client has securities that have appreciated in value, donating those securities can save more tax dollars than a cash gift. That means more dollars to charity for less cost.

Once donated, charitable assets appreciate tax-free.

How It Works

CIS How It Works

The Charitable Investment Account

The Charitable Investment Account is held at your firm and managed by you. Tax receipts are generated immediately for the fair market value of the donation.

With Charitable Impact Strategies, your clients can donate:

  • Cash
  • Publicly traded securities
  • Real estate
  • Life insurance
  • Private company and preferred shares
  • Assets from private and community foundations
  • Cryptocurrency (e.g. Bitcoin)
Charitable Investment Account

The CHIMP Account

The CHIMP Account is a secure online account that holds your clients’ donated cash.

This structure allows them to take their time to plan the impact they want to make. When they’re ready, they can send funds to any registered Canadian charity, contribute to Giving Groups, or send it to friends and family to give away.

CHIMP Account

Meet our Professional Services Team

Michael Todd
Mike Todd, Director of Charitable Investment Programs
Robert Bancroft
Rob Bancroft,
Account Manager
Lauri Thompson
Lauri Thompson,
Philanthropic Advisory

Creating a New Standard for Quality,
Accessibility, and Expertise.


Charities Supported So Far


Giving We've Facilitated


Facilitated By Our Donor-Advised Funds

We have processed well over $10 million in each of the following assets classes:
publicly trade securities
Publicly Traded Securities
real estate
Real Estate
life insurance
Life Insurance
private company shares
Private Company Shares

Learn more about Charitable Impact Strategies.

Or call 1-866-681-0104