PlanGiv Capital Ltd. is a private corporation that provides outsourced foundation management services to Gift Funds Canada (Charitable Gift Funds Canada Foundation). The Foundation, in partnership with PlanGiv Capital, provides charitable wealth management solutions designed to expand and advance the practice of philanthropy across Canada, serving the country's donors, registered charities, financial services firms and allied professional advisors.
PlanGiv Capital Ltd. and Gift Funds Canada are dedicated to increasing charitable giving across Canada through the use of specialized donor advised funds known as charitable gift funds.
Together we partner with leading financial service companies to provide asset-based charitable giving solutions for investment advisors to offer their high net-worth clients.
Our institutional clients in the financial sector include:
In 1992, Frank Minton began to imagine the possibilities for planned giving in Canada. Today, more than twenty-five years later, the profession of gift planning has matured across the country and Frank is widely acknowledged as one of its most influential and respected practitioners.
PlanGiv was originally founded by Frank as a consulting firm, offering a full range of gift planning programs, products and services to Canadian charities.
In 1999, the company was acquired by Ralph Smith and Ian Fraser, long-time practitioners in the gift planning profession. Combining their experience in financial planning and resource development respectively, they continued to offer the services originally introduced by Frank and extended the business line to include an educational seminar series.
In 2003, PlanGiv seized on the opportunity to introduce a specific type of donor advised fund program known as charitable gift funds (CGFs) into Canada, building on the recognized success of Fidelity Investments in the United States, while adapting the concept to work within Canada’s more restrictive legislative and regulatory framework. In doing so, PlanGiv Consulting evolved into PlanGiv Capital, Ltd. and the staff grew to include two more very experienced staff members in Janet (Jan) Oullahan and Ron Kelly.
While continuing to serve its existing clients in the charitable sector, PlanGiv began to offer philanthropic consulting and back-office gift administration services to financial service providers (FSPs), individual donors and professional advisors that used the Gift Funds Canada programs. The firms using the programs include: RBC Dominion Securities, RBC PH&N Investment Council, Bank of Montreal Wealth Management, BMO Nesbitt Burns and National Bank Financial.Visit Gift Funds Canada