Private Giving Foundation

Joanne helps individuals and families incorporate philanthropy into their financial and estate planning, while also leading TD's research on women in philanthropy.

She's also the architect and executive director of the Private Giving Foundation, Canada's first donor-advised fund established by a financial institution, which has granted more than one billion dollars to charities since its inception.

In our conversation, we talk about the expanding waterfront, the expanding role that DAFs play in the Canadian charitable sector, how board members and leaders of organizations can ask questions and prepare their organizations to be more DAF-friendly, working with advisors, working with their fundraisers to tell that story of how DAFs can benefit the charities that they represent.

And our conversation then pivots to a really important issue, the emerging role, the expanding role of women in philanthropy across Canada, the research that TD has sponsored and been a part of since 2014, what is changing, what will change, and I really appreciated Joanne's advice about how to understand the difference between women and male philanthropists in Canada, and it came down to some advice that we give to all of our clients and all of the guests that come on the show, which is talk to your donors.

Joanne, I am so looking forward to our conversation.

We're gonna cover a lot of topics, donor-advised funds being near the top of the list.

But before we get into that conversation, tell us a little bit about the TD Private Giving Foundation and your role and its creation and what's going on there today.

Sure.