Investors Group Charitable Giving Program
During our lifetime, we often measure our success by tangible accomplishments. We own homes, vacation properties, stocks, bonds, mutual funds, and other valuable assets. Sometimes, we measure our success by our achievements in the workplace. While these are important, they are only a small part of the impact we want to have on our communities.
The Investors Group Charitable Giving Program offers an easy and convenient way to support your community, manage your ongoing charitable giving and potentially leave a lasting legacy. The account established with your donation is a “donor-advised” account, which makes grants over a period of years to the charities that you choose. You receive an official donation receipt which can provide immediate tax benefits. And through your annual grant recommendations you can support your favourite charities now and in the future, without the administrative responsibilities and expenses of setting up your own private foundation.
Is this program right for you?
If you have ever considered setting up a charitable endowment, but don't want the administrative responsibilities and costs of creating and maintaining a private foundation, then the Investors Group Charitable Giving Program is just the right fit.
Key features and benefits
| Simplicity | Consolidates all your charitable giving in one account. |
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| Cost-Effectiveness | Receives many of the benefits of a private foundation without the administrative responsibilities and up-front costs. |
| Tax Advantages | Provides an immediate tax receipt for your donation; avoid capital gains taxes on gifts of appreciated securities. |
| Long-Term Growth | Gives your donations growth opportunities, which means your favourite charities get more over time. |
| A Choice of Investment Options | Offers a complete selection of investment options, designed to minimize variability in investment values and fit your specific needs, including:
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| Flexibility | Supports the charities you want–when you want–as the program lets you decide which charities will benefit from your gift. The program also allows you to use a variety of different assets–stocks, bonds, mutual funds, cash–to support your charitable giving. |
| Anonymity (if you wish) | Allows you to give anonymously, to be recognized by your name, or to be acknowledged in the name of the giving fund (for example, “The Kate Evans Charitable Fund”). |
| Your Charitable Legacy | Involves your family in your philanthropic decision-making now and in the future, allowing your successors to carry on your charitable giving goals. |
Detailed information is available in this complete program guide [ PDF: 297 K / 21 pages ]
An Investors Group Charitable Giving Account (an “Account”) is a donor-advised fund account established within the Program by the Foundation that receives the proceeds of donations from a Donor, invests these proceeds in a permitted Investors Group fund (an “Eligible Investors Group Fund”) and makes grants over a period of years to a Donor’s favourite charities and/or other permitted entities (“Eligible Charities”). Although the Foundation has ultimate authority over the assets in the Program, it will generally act on the recommendations of the Donor (or parties authorized by the Donor) with respect to naming the Account, recommending a financial advisor for the Account, recommending an investment among the Eligible Investors Group Funds, recommending Eligible Charities to receive annual grants and recommending how the Account will be managed after the Donor’s lifetime.
