Charitable Impact Launches CIRO Accredited Course to Help Advisors Position Donor-Advised Funds in Tax and Financial Planning

June 24, 2026 - 23:12

Charitable Impact has launched a new continuing education course aimed at helping financial advisors integrate donor-advised funds into tax and financial planning. The course, called Introduction to Donor-Advised Funds, is now CIRO-accredited.

The program focuses on how advisors can use donor-advised funds to support tax-efficient charitable giving and manage charitable asset investments. It covers the structure of these funds, their role in estate planning, and strategies for clients who want to give while reducing their tax burden.

The course is designed for advisors who want to deepen their knowledge of charitable giving tools. It walks through the practical steps of setting up and managing donor-advised funds, and explains how they fit into a broader financial plan. The goal is to give advisors the confidence to discuss charitable giving as a core part of their client conversations, rather than an afterthought.

Charitable Impact, based in Vancouver, BC, announced the launch on June 24, 2026. The company said the course reflects a growing demand for education around tax-smart philanthropy. As more clients look for ways to align their values with their finances, advisors need clear, practical training on how donor-advised funds work and when to recommend them.

The course is available now for advisors seeking CE credits.