Nicola Wealth Private Giving Foundation
The Nicola Wealth Private Giving Foundation offers a personalized giving experience that aligns your philanthropic goals with your financial and tax planning strategy.
Your single point of support from beginning to giving.
How It Works
The Nicola Wealth Private Giving Foundation uses a donor advised fund model and is a strategic, flexible, and efficient way to manage your charitable giving. It offers the ability to donate a wide range of assets in a tax advantageous way with the flexibility to support your favorite causes on your own timeline.
By setting up a donor advised fund with the Nicola Wealth Private Giving Foundation, you can make the most of your philanthropic efforts while enjoying the convenience and simplicity of a centralized giving strategy. By funding a donor advised fund with cash, appreciated stocks, or even some pre-approved non-publicly traded assets, you can potentially increase your tax savings and give more to the causes that matter most to you. This flexible giving solution makes it easy to convert these assets into charitable contributions, maximizing your impact.
Giving through the Nicola Wealth Private Giving Foundation allows you to claim an immediate tax deduction while taking the time to research and select the charities you want to support. There's no rush, enabling you to enjoy thoughtful, impactful giving. Plus, you can recommend grants at any time, making the process convenient and efficient.
Create Your Legacy
The Nicola Wealth Private Giving Foundation was established in 1996 and is one of the ways we bring generous, like-minded people together with the common purpose of having a positive impact on the world.
Our goal is to provide a giving experience that is seamless, effective, joyful and rewarding. We believe in supporting our clients’ ability to make an impact and are proud to include the Nicola Wealth Private Giving Foundation as part of our clients’ holistic planning at no additional cost.
Give with Clarity
Find clarity and confidence with a streamlined giving process.
- Gain structure and clarityWe help you to develop a meaningful giving plan that means you can be intentional about when and where you donate.
- Personalized service and advicePartner with us as your single point of support from beginning to giving.
- Simplified processAllow us to streamline the experience. We integrate your philanthropy with your wealth planning, from defining your giving strategy through to your tax and estate needs.
- Save time and energyManage all your giving in one place. Support all your favorite charities with one donation: gain immediate tax benefits and then take your time to decide where to give.
Understand Your Impact
Feel good about giving. Be inspired by the impact you’re making, not just the dollars you’re donating.
Return on Giving
Do well by doing good. There is mutual benefit in maximizing your wealth plan while helping the community.
- Optimize your planning benefitsIncrease your tax savings by holistically integrating philanthropy into your investment strategy and estate structure.
- Give, grow, grantNo need to make giving decisions based on tax season. Donate to a professionally managed account any time, allowing for potential tax-free growth and more giving over a longer period.
- Purpose and fulfillmentThe act of giving itself can bring joy and a sense of gratitude. Feel good about helping others and seeing the direct impact of your giving.
The 2024 Nicola Wealth Impact Report
At Nicola Wealth, philanthropy is more than a tradition—it’s a shared commitment to making a difference. In this first-ever impact report, we celebrate the generosity of our clients, our team, and our partners who are driving meaningful change across Canada and around the world.
Philanthropy at Nicola Wealth
Nicola Wealth is deeply rooted in giving back through one of our core values, Share the Pie. We believe that the contribution, growth, and success should benefit all.
It is the cornerstone of who we are, how we operate, and how we show up in the community. We are dedicated to creating lasting positive change and fully engage our clients and our staff in these efforts.
Frequently Asked Questions
Meet Our Team
*as at 2021, “Influence, Affluence and Opportunity: Donor-advised Funds in Canada”, produced in 2023 in partnership with CAGP Foundation and KCI
Do well by doing good
Speak with a Nicola Wealth Advisor to integrate your legacy with your financial plan today.
Meet With Us