Foundation Management Services
At Cause Strategies our mission is to empower charitable organizations and individuals to create a meaningful difference and lasting change in their communities. We specialize in Donor advised funds and provideorganizations and individuals achieve their social impact goals. Through collaboration, integrity, and a commitment to excellence, we strive to build a better world where every charitable cause can thrive.
Cause Strategies specializes in foundation management services and is an experienced partner for charities looking to outsource administration.
How We Help
Cause Strategies is partners with leading charitable foundations to provide private-labelled giving programs, particularly Donor Advised Funds.
Through these partnerships 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 clients’ financial and estate planning.
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 values and how to best structure their current and planned future gifts to maximize their impact and minimize tax implications.
Philanthropic Collaboration
Engage with professional advisors – lawyers, accountants, financial planners, insurance brokers, estate planner etc. – and charity representatives to work together to best meet your donors’ 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 meet your donors’ and clients’ wishes.
What Our Clients Say
“We consider Cause Strategies to be our most valued strategic partner for Benefaction Foundation. We are grateful for their support and recognize and applaud how their contribution to ease the administrative burdens for foundations helps to support philanthropy in Canada.”
- Benefaction, Board of Directors
