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Equisoft and Canada Gives launch an innovative solution for advisors serving the philanthropic needs of wealthy families

Equisoft and Canada Gives launch an innovative solution for advisors serving the philanthropic needs of wealthy families

In partnership with Canada Gives, Montreal-based Equisoft has developed a new philanthropy centre, including a unique gift-giving planning tool for wealthy clients. The philanthropy centre will reside as a configurable module on its WealthElements™ financial planning platform.

“This unique partnership will help advisors provide a new planning approach for major donors, enabling them to maximize the benefit of their large charitable gifts,” says Denise Castonguay, Executive Director and CEO of Canada Gives. “As philanthropy becomes increasingly important to aging clients, this new WealthElements™ module will help advisors begin the critical discussion around philanthropy and more easily create a legacy of charitable giving for their wealthy clients.”

“In our efforts to continually evolve the WealthElements platform to better serve the needs of financial professionals, we felt the addition of functionality designed to facilitate the client-advisor discussions around charitable giving was a natural fit,” says Jonathan Georges, Vice President, Wealth Management Solutions at Equisoft.

Canada Gives is a leading independent provider of donor-advised funds in Canada. Established in 2005 as a public foundation, Canada Gives has worked with over 100 families and their advisors across Canada using donor-advised funds to create family foundations. These donors have now contributed over $60 Million to their Canada Gives’ foundations and disbursed $25 Million to charities.

dition, Canada Gives offers donor-advised funds for committed philanthropists focused on foreign charitable activities, helping Canadian funders to build schools in the Democratic Republic of the Congo, medical centres in Honduras, create microfinance opportunities in Rwanda, and others.

Founded in 1994, Equisoft is a global provider of advanced digital solutions for the insurance and wealth management industries. Recognized as a valued partner by some of the world’s leading financial institutions, Equisoft develops and markets innovative front-end applications and offers extensive back-office services including a unique data migration expertise.

The firm’s industry-leading products include WealthElements, InsuranceElements, Kronos Finance, Kronos FNA, Personal Retirement Optimizer and RetireWare. With its business-driven approach, deep knowledge of the wealth management industry and state-of-the-art technology, Equisoft helps financial institutions tackle any challenge in this new era of digital disruption, from streamlining operational processes to enhancing advisor and investor experience. Equisoft has a growing team of over 360 specialized resources based in the USA, Canada, Latin America, South Africa and India.

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