Donor-Advised Fund Advantages

Stress-Free Management: We handle all administrative requirements for our funds, removing the risk and burden from donors. For organizational funds, their role can be as simple as receiving their annual disbursement and statement.

Good Stewardship: For organizations setting up funds, a focus on long-term viability is demonstrated, providing a strong incentive for prospective donors to contribute.

Flexibility: Flexible options are offered, such as term funds, which is invested but can be fully disbursed after a period of time – perfect for donors who want to test out the benefits of a donor advised fund.

Potential Investment Growth: Funds are pooled with overall assets within a diverse portfolio and is professionally managed and invested with the guidance of our investment committee.

Low Fees: Service fees for funds are low and act on a sliding scale as they continue to grow.

Focused Emphasis: Fundraising efforts can be focused and targeted. Potential supporters are assured their donations are properly allocated.

Multi-asset processor: The OCF accepts a variety of donations, including appreciated securities, life insurance, beneficiary designations and bequest gifts, RRSP/RRIF, and flow-through shares. This helps potential donors develop an efficient plan to maximize their giving with better tax planning.