Canada’s Donor‑Advised Fund Infrastructure Partner
We provide the technology, administration and operational expertise organizations need to build, launch and scale donor-advised fund programs in Canada.
The Infrastructure Behind Charitable Giving
Building a donor-advised fund program is complex. Running one is even more so.
DSI brings together the specialized technology, administration and operational expertise required to support foundations and donor-advised fund programs in Canada. For more than two decades, we have worked behind the scenes of charitable giving, helping organizations manage the complexity of donations, fund administration, philanthropic advisory, charitable granting, reporting and donor service.
Our infrastructure allows our partners to focus on their clients, donors and growth, while we help power the operations behind the program.
A 20-Year Partnership With Canada Gives
“DSI has been a trusted partner in helping Canada Gives deliver operational solutions and industry leading reporting for donors, advisors, management and boards.”— Denise Castonguay, CEO, Canada Gives
DSI has supported Canada Gives for more than 20 years, providing the technology, administration and operational expertise behind its donor-advised fund program. Canada Gives relies on DSI’s technology, administration, reporting and operational expertise to support donor-advised fund delivery in Canada.
Voices From the Programs We Power
“I have been a Canada Gives client for fifteen years. They have been a pleasure to work with over that time. Their online portal is easy to use and it has allowed me to concentrate on granting to our favourite causes at any time. I always have full access to details on our Donor Advised Fund (DAF) including historical tax slips, grant letters and detailed account activity. I would recommend a Canada Gives DAF to anyone who is serious about their philanthropy.”— Bob Goldberger (former Investment Advisor, CPA and CFP license holder)
Built for the Work Behind the Giving
20+ Years of DAF Expertise
Deep, specialized experience supporting donor-advised funds and charitable giving programs in Canada.
Built for Canadian Philanthropy
Processes and operational frameworks designed around the realities of Canadian charitable giving.
Technology and Operations, Together
A purpose-built platform supported by the people and processes required to run sophisticated giving programs.
Built Around Your Brand
Flexible and white-label capabilities that allow partners to maintain their own brand, client relationships and donor experience.
Partners Across Canadian Philanthropy
Financial Institutions
Banks, wealth managers, investment firms and trust companies looking to integrate charitable giving into their client offering.
Foundations and DAF Sponsors
Organizations seeking to modernize, scale or outsource elements of donor-advised fund administration.
Enterprise Philanthropy Programs
Organizations building specialized, customized or branded charitable giving programs.
Everything a Giving Program Needs to Run
DAF Program Infrastructure
The technology and operating capabilities required to support a donor-advised fund program.
Fund Administration
Day-to-day administration across the donor-advised fund lifecycle.
Philanthropy Planning and Advisory
Specialized expertise to support donors and families in developing thoughtful, strategic and long-term approaches to charitable giving.
Donation and Grant Operations
Structured processes for receiving charitable contributions and administering grants.
Reporting and Operational Controls
Reporting, documentation and administrative processes designed for Canadian charitable giving.
Technology and Digital Workflows
Digital experiences and workflows for donors, advisors and administrators.
Launch and scale charitable giving programs without building the operating infrastructure from scratch.
Talk to DSI about the infrastructure behind your charitable giving program.
Request a Demo