Value Partners Charitable Foundation

Value Partners Charitable Foundation is a Canadian registered charity (Charitable Registration # 827192642 RR 0001). Being a public foundation, it can accept donations, issue tax receipts and make grants to other Canadian registered charities. Our mission is to inspire and enable our clients to make a lasting and meaningful impact in the lives of others through strategic giving.

The minimum initial gift size is $25,000. Subsequent gifts must be greater than $5,000.

We can accept donations of cash, life insurance, shares (public and private), mutual funds or non-publicly traded assets.  All donations made to the Value Partners Charitable Foundation are irrevocable.

Value Partners Investment Counsel is our asset manager. Donors have the flexibility to align their donor-advised fund account to be invested in the same manner as their personal accounts, with access to our full range of investment options.

Canadian families who have the financial capacity and ambition to make an impact in the lives of others.

The minimum annual grant must be the greater of 5% of the fair market value at previous year end (December 31st) or $1,000 for the calendar year. There is no maximum amount.

Donors can name their fund whatever they wish. Unless specified otherwise, all grants to qualified donees will be recognized in that name. If donors wish to make their grant anonymously, please request at the time of granting.

Yes, donors can designate their donor-advised fund as beneficiary on their RRSP/RRIF accounts, life insurance policy or include it in their will. By including a donor-advised fund in an estate plan donors have the potential to minimize taxes upon passing and continue their giving legacy after their lifetime, by naming a Successor Advisor to the fund.