How We Help You

We want to be your philanthropic partner.

By partnering with the Toronto Foundation, professional advisors like you - accountants, lawyers, life insurance agents, financial planners and others - can help your clients fulfill their financial, family, and charitable goals.

We were founded in 1981, and since then, we have provided professional investment management, donor administration, and grantmaking expertise for charitable funds established by individuals, families, businesses, charitable organizations, and associations. We currently administer over $210 million in philanthropic endowed assets.

Helping You Help Your Clients

Your Client Doesn't Have to be a Billionaire to be a Philanthropist
For as little as $25,000, an endowed fund in your clients' name can be created and custom-designed to support one or more charitable organizations in perpetuity.

Flexibility
Your client can establish a fund using a wide variety of assets, including cash, appreciated securities, and real estate. These assets can be given now, or later, as part of an estate plan.
Compare Giving Options ››

Private Foundations Without the Hassle
Your client may have an interest in establishing a private foundation, but doesn't want the hassle of the management and regulatory requirements that would be required. We can provide an alternative to a private foundation that allows your clients all the benefits, while leaving the back office requirements to us.

Cost-Efficient
Creating a fund with us is considerably less expensive than creating a private foundation. Your clients can take advantage of our effective management at an efficient price.

Giving with Impact
We know Toronto well, and we share with our Fundholders our unique understanding of the power of philanthropy. We work with your clients and their families to establish and achieve their charitable goals with the biggest positive impact on them and their causes.

Bringing Philanthropy to Life
Our unique position as a centre for philanthropy in Toronto has allowed us to provide some truly innovative options for our Fundholders. By connecting their philanthropic goals with specific community needs, some of our Fundholders have helped to create remarkable ground-level programs that would never have existed without them. Your client has the flexibility to be as involved as they'd like.

Connecting Across Generations
When you help your clients and their families establish a fund with us, we can connect across generations to involve the whole family in philanthropy - now and for the future.

Make a Difference in the Lives of Your Clients
By partnering with the Toronto Foundation, you may be able to help your clients with effective benefits for their personal financial plans, bring their families together around philanthropy, and help them leave a meaningful legacy in our community.


What Toronto is Saying
"Low overhead, incredible flexibility, you get to set up a fund in your own name, but you don't have the hassle of a private foundation. And you can be as involved with the giving as you want."
- Keith Thomson, Partner, Stonegate Private Counsel, LLP

"When we sold our company, we wanted to create a private foundation but our lawyer and accountant referred us to the Toronto Foundation.

We are glad they did. We saved capital gains taxes on the appreciated value of our publicly-traded securities by donating them to the Toronto Foundation. This means more money we can use to support the charities of our choice. And instead of spending time and money on governance, legal, audit, investment and administrative work, we can take advantage of the Foundation's cost-effective infrastructure.

As business people, we have been delighted with the value of the Toronto Foundation's service - including their protection of our privacy."
- Toronto Family (Names withheld by request)


Contact
Anne L. Brayley, Vice President, Philanthropic Services
T: 416.921.2035 ext. 232  F: 416.921.1026