Step-by-Step
Familiarize yourself with Donor Advised Fund Policies & Guidelines Document
Open your CNCF Giving Fund today by filling out a Giving Fund Application. It’s fast and easy to complete.
Give your Giving Fund a name.
Once CNCF Giving Fund is established, you will receive secure online access to your Giving Fund portal where you can view activity, make contributions or recommend grants.
Make an initial contribution. CNCF will issue a donation receipt for your gift.
Your contribution may be added to cash, an investment pool (allowing potential growth), or you may choose to work with your financial professional if suitable.
Recommend grants from your fund, to any number of charities of your choice. CNCF sends out the grants for you (anonymously if you wish).
Others may also make contributions to your fund using your unique donation link and a donation receipt will be issued to the individual donor.
Other Giving Options
CNCF will consider the acceptance and liquidation of many types of assets – from cash and stocks to real estate, business interests, and securities.
Give pass-through gifts of appreciated securities that will be dispersed to your recommended charity once the funds have been received and liquidated.
If you would like assistance with any of the forms or have questions, CNCF would be pleased to help you. Contact giving@cncf.ca or schedule a call at your convenience.