Everything Your Advisors Need Is Already Built
The rollout kit for a firm's philanthropy practice already exists: branded client sheets, guided profiles, giving plans, search, and due diligence.
By Jeff Golby
Guides
Evergreen explainers on Donor Advised Funds, charity due diligence, and philanthropic planning in Canada.
The sector moves fast. Don't miss what matters.
How to Initiate the Philanthropy Conversation [Part Four]
Where should clients give, and can they trust the charity? AI charity search across 86,000+ Canadian charities and WellCheck due diligence in moments.
By Jeff Golby
How to Initiate the Philanthropy Conversation [Part Three]
From Philanthropic Profile to Giving Plan: how advisors help clients plan giving by year, impact area, and pledge, and keep spending on track.
By Jeff Golby
How to Initiate the Philanthropy Conversation [Part Two]
Your client said yes to the giving conversation. What wealth advisors do next: one question, a fifteen-minute conversation, a Philanthropic Profile.
By Jeff Golby
How to Initiate the Philanthropy Conversation [Part One]
One question opens the philanthropy conversation with clients. How wealth advisors start a philanthropy practice without becoming experts.
By Jeff Golby
DAF Software in Canada: What Are Your Options?
The three approaches Canadian DAF providers are taking today - DIY, enterprise platforms, or a purpose-built Canadian intelligence layer.
By Jeff Golby
Five Questions to Ask Before Choosing DAF Software
A diagnostic framework for Canadian DAF providers evaluating their technology—five questions that reveal where your real gaps are.
By Jeff Golby
DAF Software: What the US Market Looks Like
A look at the enterprise platforms, fintech players, and national sponsors shaping DAF technology in the US—and what it means for Canada.
By Jeff Golby
Donor-Advised Funds for Wealth Advisors
How wealth advisors can use DAFs to deepen client relationships, retain assets across generations, and differentiate their practice.
By Jeff Golby
What Is a Donor Advised Fund? Your Complete Guide
Everything you need to know about DAFs in Canada—how they work, tax benefits, and why they're the fastest-growing giving vehicle.
By Jeff Golby
The sector moves fast. Don't miss what matters.
Practical writing on DAFs, due diligence, and thoughtful giving in Canada. No spam, unsubscribe anytime.