New donor-advised fund offering expands strategic charitable giving opportunities for Eastport clients and marks the launch of GiveWise’s white-label platform.
Eastport Financial Group and GiveWise Foundation Canada are pleased to announce the launch of the Eastport Charitable Giving Fund, a new donor-advised fund designed to help Eastport clients integrate charitable giving into their broader financial, tax, and legacy planning.
Developed through a partnership with GiveWise Foundation Canada, the Eastport Charitable Giving Fund delivers a fully branded Eastport charitable giving experience. From the website and client communications to the online giving platform, Eastport clients interact with a seamless Eastport experience while GiveWise provides the charitable infrastructure, compliance, and technology behind the scenes.
The partnership combines Eastport’s trusted advisory relationships and client experience with GiveWise’s charitable infrastructure, compliance, and technology, allowing Eastport to offer a fully branded donor-advised fund solution without adding operational complexity.
– Jonathan Lewis, President / Senior Partner, Eastport Financial Group
The launch also represents an important milestone for GiveWise Foundation Canada.
Eastport Financial Group is the inaugural wealth management firm to launch a branded charitable giving solution powered by GiveWise’s platform, demonstrating how financial institutions can offer a fully branded donor-advised fund experience while leveraging GiveWise’s charitable infrastructure, compliance, and technology.
“Our vision has always been to make strategic charitable giving more accessible—not only for donors, but also through the trusted advisors and organizations that support them,” said Tammy Kyte, Executive Director of GiveWise Foundation Canada.
“We’re thrilled to partner with Eastport Financial Group on this important milestone. By combining Eastport’s trusted client relationships with GiveWise’s charitable expertise and technology, we’re making it easier for Canadians to integrate generosity into their financial plans in a meaningful and tax-efficient way. We look forward to helping more organizations bring strategic charitable giving to the clients they serve.”
The Eastport Charitable Giving Fund
The Eastport Charitable Giving Fund enables clients to:
- • Contribute cash, publicly traded securities, mutual funds, corporate assets, cryptocurrency, and other eligible charitable gifts
- • Receive immediate charitable tax receipts
- • Recommend grants to Canadian registered charities over time
- • Schedule future giving and recurring grants
- • Manage charitable activity through a secure online portal
- • Incorporate philanthropy into long-term financial and estate planning
As part of the launch, Eastport will be introducing dedicated educational resources, website content, blog articles, and client communications to help advisors and clients better understand donor-advised funds and the role they can play in strategic charitable giving.
The partnership represents the beginning of a long-term relationship between Eastport Financial Group and GiveWise Foundation Canada. Together, the organizations are committed to making charitable giving more accessible, intentional, and integrated into the financial planning conversations Canadians have every day.
About GiveWise Foundation Canada
GiveWise Foundation Canada is a registered Canadian charity and digital-first donor-advised fund platform helping Canadians give more thoughtfully, strategically, and efficiently. Through modern charitable giving technology, GiveWise supports donors, advisors, charities, and financial institutions with tools to simplify giving, manage donor-advised funds, and facilitate cash, securities, and other eligible charitable gifts. Learn more at GiveWise.ca
