The Infrastructure Behind Charitable Giving
DSI has spent more than two decades working in the infrastructure of charitable giving in Canada.
We understand that a successful donor-advised fund program requires much more than technology. It requires specialized administration, thoughtful processes, responsive service and a deep understanding of how charitable giving actually works.
We bring those capabilities together to help our partners build and operate giving programs that are efficient, scalable and designed around the people they serve.
Our purpose is simple: to make sophisticated charitable giving easier to deliver.
Our Purpose
To make sophisticated charitable giving easier to deliver by providing the technology, administration and operational expertise behind modern philanthropic programs.
Our Ambition
To be Canada’s leading infrastructure partner for donor-advised funds and charitable giving programs.
DSI Management Team
Marina Glogovac
Background: Marina brings more than 25 years of executive leadership across technology, digital platforms, media, and the nonprofit sector. Having led organizations ranging from high-growth technology companies to CanadaHelps, North America’s largest digital philanthropy platform, she helps clients identify strategic opportunities, design scalable operating models, and translate strategy into practical execution. Her experience spans digital transformation, product innovation, organizational design, growth strategy, and executive leadership.
At DSI: Marina helps ensure DSI’s platform, services and partner approach are designed around client priorities. She focuses on understanding what clients need to launch, modernize or scale charitable giving programs, then aligning DSI’s capabilities to support those goals.
Roy Bernhard
Background: Prior to joining Prime Quadrant, Roy served as the CEO of a global fintech firm and Executive Director of a leading law firm. Over his 25-year career, he has spearheaded numerous digital transformation initiatives, including the development of AI-driven frameworks, Web 3.0 solutions, and advanced digital infrastructures for organizations across a range of industries. Roy holds a B.A. in Computer Science from Western University and has completed executive education at Harvard Business School. Known for his expertise in AI, blockchain, and organizational design, he is a sought-after advisor and speaker on transformative technologies.
At DSI: Roy leads the technology vision for the DSI platform with a focus on reliability, integration and client usability. He works to ensure the platform can support each client’s operating model while continuing to evolve with advisor, donor and administrative needs.
Jeff Kramer
Background: Jeff brings deep engineering and architecture experience, with a focus on designing reliable systems, technical frameworks and integration approaches. His background supports the development of maintainable solutions that can scale with client needs and operational complexity.
At DSI: Jeff guides the technical architecture and engineering standards behind the DSI platform. He helps ensure client requirements are translated into practical, sustainable solutions that support secure operations, flexible integrations and a dependable user experience.
Jared Blake
Background: Jared brings a business development and partnership focus to charitable giving infrastructure. His background supports conversations with organizations exploring new programs, expanded offerings or more efficient ways to serve clients and donors.
At DSI: Jared leads business development and partner growth with a client-first focus. He helps prospective and existing clients understand how DSI’s technology, administration and operational expertise can support their goals, strengthen their offering and improve the experience they deliver to advisors, donors and program stakeholders.
Chris Cote
Background: Chris is a senior financial services executive with more than 30 years of experience in wealth management, insurance, operations and technology transformation. He has worked with and consulted for some of Canada’s largest wealth firms, leading large-scale implementations and conversions.
At DSI: Chris leads the onboarding of firms and foundations onto the DSI platform, including implementation, conversion planning and operational readiness. He also supports new technology initiatives, platform enhancements and ongoing client support.