Foundation Management Services

An experienced partner for charities looking to outsource administration.

How We Help

Cause Strategies Inc. is a wealth management solutions provider partnering with leading charitable foundations and financial services institutions to provide private-labelled giving programs including Donor Advised Funds.

We strive to raise the level of awareness amongst the financial advisor community about gift planning and are a valuable resource for investment, legal and tax professionals who want to obtain a more comprehensive understanding of the role of charitable giving in their client’s financial and estate plan.

Partnering with Cause Strategies will give you…

Purpose and Meaning

Focus your team’s time and energy on fulfilling your charitable purpose and leave the administration and reporting to us.

Deeper Conversations

Have deeper conversations with donors and clients about their philanthropic wishes and how best to structure their current and planned future gifts to maximize their impact and minimize the tax implications.

Philanthropic Goal Setting

Engage professional advisors – lawyers, accountants, financial planners, insurance brokers, estate planner etc. – and charity representatives to work together to best meet your donor’s and client’s philanthropic goals.

Continuing Education

Learn about the technical aspects of the various types of gifts including gifts of public and private securities, life insurance, bequests, registered plans, flow through shares etc. and how different vehicles can best to meet your donor’s and client’s wishes.