Foundation Management

If you run a charity and you are looking to reduce costs and administration, consider outsourcing to Cause Strategies.

 

Below are some of the services we provide, allowing your organization to focus on fulfilling its charitable objectives:

 

  • Assistance with set up and registration as a charitable organization

  • Consultation Services: including assistance establishing policies regarding gift acceptance, investing and granting

  • Gift Planning: structuring and implementing a planned giving program whether current or future gifts

  • Gift Acceptance: receiving and receipting donations of cash, securities, life insurance policies and gifts from estate through Wills

  • Tax Receipting

  • Annual regulatory Reporting Requirements (including T3010 filings) as well as donor reporting

  • Corporate Secretarial Services

  • Granting: managing grant recommendations from donors and disbursing funds accordingly

  • Creation of Donor Agreements, Gift Forms and other critical program documents

  • Marketing Collaterals (including a Program Guide, FAQ and disbursement quota explanation)

 

 

 

MFA-Philanthropy (MFA-P™)

Canadians are becoming more philanthropic; giving more every year to causes that are important to them. Simultaneously, charitable giving is becoming ever more important to investors of all ages. In light of this, the Master Financial Advisor – Philanthropy (MFA-P™) program was created by the Knowledge Bureau in partnership with The Canadian Association of Gift Planners (CAGP) and Spire Philanthropy. This program is designed for advisors of all kinds wanting to build knowledge of and expertise in strategic philanthropy in order to better assist their clients.

 
 

The program is comprised of three courses:

  • The first course is designed to help advisors learn how to engage with their clients’ philanthropic goals, while fostering trust by being perceptive of clients’ values and personal causes. The modules include “Personal Tax Aspects of Charitable Giving”, “The Role of the Advisor”, “What a Successful Plan Looks Like”, and more.

  • The second course gives advisors the practical tools to provide guidance on charitable giving. Not only does the course cover trends in philanthropy in Canada, but also details investment options and charitable structures to ensure clients are strategic in how they structure their charitable giving. Modules include “The Charitable Sector Landscape”, “How Charities Operate”, “Planning for Impact”, and more.

  • The third and final course in the MFA-P™ program offers advisors an understanding of how to apply gift planning tools to an array of individual client situations, through the use of practical case studies. The topics covered include “Working with Vulnerable Clients”, “Donation of Existing Life Insurance Policy”, “Using the CPP for Philanthropy”, and more.

 
 
 

What Are The Benefits Of The MFA-P™?

  • The knowledge from this course will help advisors understand their clients on a deeper level, by discussing their values and beliefs in regard to philanthropy

  • Advisors will learn to help structure charitable gifts in a way that respects their clients’ philanthropic goals, while upholding their investment, estate, and tax planning strategies

  • Graduates will be equipped with the necessary tools to address their clients’ increasing desire to make a difference

To learn more about this program, check out the Knowledge Bureau below.

 What Our Clients Say

 “Nicola Elkins and the team at Cause Strategies are experts in the field of charitable gift planning. As course faculty and managing editor for the Master Financial Advisor – Philanthropy (MFA-P™) designation program, which the Knowledge Bureau offers in partnership with The Canadian Association of Gift Planners (CAGP) and Spire Philanthropy, they lend their knowledge and experience to our participating students. We are grateful for their contribution to this flagship program.”

- Evelyn Jacks, Founder & President of Knowledge Bureau