Clients & Partners

At Cause Strategies we specialize in foundation management services for Donor Advised Funds (DAFs). If you run a charity or financial institution and you are looking to establish a DAF program, we can help to reduce costs and administration.  We are also managing editors for the Knowledge Bureau’s MFA – Philanthropy (MFA-P™) program for advisors who want to work more closely with charitably-minded clients to incorporate community impact when planning their finances, retirement and succession.

Client Spotlight

Benefaction is a charitable public foundation with a mission to encourage philanthropy by helping Canadians maximize charitable giving while minimizing tax and administrative burdens. Benefaction helps individuals, corporations and their financial advisors make a positive impact through planned giving with their Donor Advised Funds (DAFs). Benefaction makes it easy to add charitable giving to a donor’s overall wealth management plan.

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What Our Clients Say…

 “We consider Cause Strategies to be a valued strategic partner for Benefaction Foundation. We are grateful for their support, and recognize and applaud how their contribution to ease the administrative burdens for foundations helps to support philanthropy in Canada.”

- Benefaction, Board of Directors

Our Partners

What Our Partners Say…

  • Cause Strategies is the go-to provider for charitable administration services for foundations in Canada that offer donor advised funds. I fully and confidently recommend their services to our clients. Nicola and her team are true experts in this space and create peace of mind for their clients that all administrative and regulatory requirements are being managed on their behalf.

    Brad Offman, Founder & Managing Partner of Greater Purpose

  • Nicola Elkins and the team at Cause Strategies are experts in the field of charitable gift planning. As course faculty and managing editor for the Master Financial Advisor – Philanthropy (MFA-P™) designation program, which the Knowledge Bureau offers in partnership with The Canadian Association of Gift Planners (CAGP) and Spire Philanthropy, they lend their knowledge and experience to our participating students. We are grateful for their contribution to this flagship program.

    Evelyn Jacks, Founder & President of Knowledge Bureau