Purpose-Driven Charitable Giving

Financial Advisors
Partner with MakeWay for giving solutions that align philanthropy with your clients' values for meaningful change.

Customizing approaches to philanthropy​

Many clients today have a growing desire for purpose-driven charitable giving that align their philanthropy with their unique values to create change.

At MakeWay, we’re leading with purpose and building momentum for change through our wide range of expertise and philanthropic options. For over 20 years, MakeWay has worked with partners to co-create and customize charitable solutions to amplify impact.

Enhance your client relationships through purpose-driven planning ​

We work with advisors to create giving strategies that align with your client’s values and go beyond making a charitable gift. Partnering with MakeWay helps you strengthen client relationships by supporting them to:

Connect to Purpose ​

Funder partners benefit from and have access to MakeWay’s deep relationship-based networks and experience.

Invest for Positive Impact

We believe all investments should generate social and environmental returns. MakeWay is home to Canada’s first customizable donor advised fund (DAF) 100% invested for impact.

Build Healthy Pathways Between Philanthropy and Community

Shared learning opportunities such as workshops and collaborative forums help foster meaningful connections between donors and communities.

Here for you every step of the way

Both you and your client will benefit from MakeWay’s deep experience facilitating complex philanthropy strategies. Basic philanthropic support is included in fund fees, with additional options available. Which means we’re with you every step of the way.

Learn more about MakeWay’s Philanthropic Advisory Services.

Solutions for Financial Advisors

MakeWay offers a unique combination of tools supporting a vast array of change-making initiatives. Work with us to customize a solution to complement your client relationship.

Donor Advised Funds (DAFs)

Flexible, purpose-led charitable giving alternatives to traditional foundations.

Impact Investing

New solutions and partnerships for impact investing within philanthropy.

Advisory Services

Customized advisory support to build and implement unique giving approaches.

Connect with our Philanthropic Services Team today to learn more about how MakeWay can enhance your client relationships and support your clients’ goals. Complete the intake form below and someone will be in touch shortly to schedule a call.

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