For Portfolio Managers & Wealth Advisors
Altruly provides a structured donor-advised fund platform designed for Canadian wealth professionals managing philanthropic strategies for high-net-worth clients.
Built for Registered Portfolio Managers and Wealth Advisors
Clients want their philanthropic strategies to align seamlessly with their broader wealth plan. Altruly enables Canadian wealth professionals — including Registered Portfolio Managers (ICPMs) regulated by the Canadian Investment Regulatory Organization (CIRO), formerly IIROC/MFDA — to offer turnkey DAF solutions while managing dedicated charitable sub-accounts under our foundation's Investment Policy Statement (IPS).
Governance & Fiduciary Notice
All contributions to an Altruly Donor-Advised Fund represent irrevocable gifts owned and administered by the sponsoring public foundation. External portfolio managers manage segregated DAF sub-accounts under a formal agreement and Investment Policy Statement (IPS) established by the foundation, maintaining complete independence and full compliance with CRA charitable governance guidelines.
What Advisors Need Most
Three priorities drive advisor adoption of donor-advised fund solutions in the Canadian market.
Advisor-Managed Philanthropic Accounts
Portfolio managers oversee dedicated DAF sub-accounts pursuant to an explicit IPS mandate with the sponsoring foundation. Philanthropic capital is professionally invested within the foundation's governance framework — preserving the trusted client-advisor relationship through holistic wealth integration, without implying ownership or control of charitable assets by the advisor.
Estate & Succession Planning
DAF accounts provide a structured vehicle for philanthropic transitions in estate plans. Clients can name successors, pre-fund charitable legacies, and separate giving decisions from the complexity of probate — while preserving the client-advisor advisory relationship through the transition and beyond.
Client-Centric DAF Solutions
Your clients receive immediate CRA donation receipts, recommend grants on their own timeline, and benefit from in-kind security transfer workflows. You initiate actions through AdvisorRequest — grant recommendations, in-kind transfer requests, and account requests — with clear client approval flows.
Platform Capabilities
Altruly's advisor portal is built around the workflows Canadian wealth professionals use every day.
Firm-Scoped Client Access
Advisors at the same AdvisorFirm share access to all client InvestmentAccounts managed by any advisor at the firm — enabling seamless coverage during vacations, team transitions, and multi-advisor households.
In-Kind Security Transfers
Initiate in-kind transfer requests for publicly traded securities directly from the advisor portal, with 0% capital gains inclusion for qualifying listed securities donated to the DAF.
Delegated Grant Recommendations
Submit grant recommendations on behalf of clients through AdvisorRequest workflows. Clients approve pending requests before the Foundation processes disbursements.
Audit-Ready Operations
Every advisor-initiated action generates an immutable audit log. The Foundation handles CRA compliance, official donation receipts, and grant administration on your clients' behalf.
Advisor Insight: Holistic Tax-Efficient Giving
When clients hold appreciated publicly traded securities, recommending an in-kind transfer to their Altruly DAF eliminates capital gains tax and generates an immediate donation receipt. The gifted assets are invested within advisor-managed philanthropic sub-accounts under the foundation's IPS — integrating charitable giving into the client's broader wealth plan while preserving the advisory relationship. This is one of the most impactful conversations an advisor can have with charitably inclined clients in a high-tax year.
Set Up Your Lead Advisor Account
Ready to integrate DAF giving into your practice? Altruly onboarding begins with a Lead Advisor Account for the principal advisor at your firm. From there, we help you configure firm-level access, link custodial sub-accounts, and onboard support staff who will assist with client workflows.
Lead Advisor Registration
Principal advisor completes firm profile and compliance verification.
Custodian Integration
Link participating brokerage custodial accounts to client DAF InvestmentAccounts.
Team Onboarding
Add support staff with firm-scoped access to managed client accounts.
Explore corporate giving strategies in our CCPC & CDA guide, or learn what a donor-advised fund is.