How The SMART Savings Plan™ Incentivizes Philanthropy Through Tax Savings
At the conclusion of their 10 year term, clients of the SMART Savings Plan™ are granted the unique ability to allocate a meaningful portion of capital to a Canadian registered charity of their choice at no out-of-pocket cost.
The individual charitable donation, which typically exceeds $100,000, is provided in the client’s name.
This charitable giving component of their Plan continues our well established tradition of incorporating philanthropic giving as an important aspect of our tax saving solutions.
EquiGenesis works with The Citrine Foundation of Canada, an independent, arms length foundation, to distribute funds raised by our SMART Savings Plan™ at the direction of our investors. Since 2003, EquiGenesis’ investors have donated more than $100 million in cash contributions to Canadian registered charities.
The Citrine Foundation of Canada
Enhancing lives across Canada through inspired philanthropy
From The Citrine Foundation of Canada
“In the true spirit of magnanimity, EquiGenesis Corporation and their clients, have made a tremendous impact on the charities The Citrine Foundation of Canada has been able to support through thoughtful and inspiring acts of philanthropy.”
We work with the ALS community to improve the lives of people affected by ALS through support, advocacy and investment in research for a future without ALS.
“Donations from EquiGenesis investors, made through The Citrine Foundation of Canada, have provided the ALS Society of Canada with critical funding to deliver on the mission to empower people affected by ALS with support services and information, advocacy for timely access to therapies, and investment in research for a future without ALS.”
Canuck Place Children’s Hospice provides innovative, holistic clinical care with compassion through our hospices, in hospitals and communities in BC/Yukon. We provide respite, family support, pain and symptom management, end-of-life care and bereavement services to newborns, children, youth and their families living with progressive life-threatening conditions.
From Canuck Place
“Generous Support from EquiGenesis investors, made through The Citrine Foundation of Canada, allows the highly specialized clinicians at Canuck Place to alleviate the pain and suffering of children who are faced with life threatening illnesses. We can’t add days to the life of a child, but we can add life to their day.”
The IWK Foundation is the preeminent fundraising movement for children and women’s healthcare in the Maritimes. We are powered by a legacy of best-in-class care, diversity and inclusion, and the personal connections our donors have to the IWK and the region it calls home.
From the IWK Foundation
“Generous support from EquiGenesis investors, made through The Citrine Foundation of Canada, has made a tremendous difference in the lives of patients in the IWK’s Pediatric Intensive Care Unit (PICU). The new, state of the art PICU is vital as it provides care to patients who are critically ill and injured from across the Maritimes and beyond.”
Regent Park School of Music
Helping Toronto youth, facing financial and other barriers, to thrive through high quality music education
From the Regent Park School of Music
“Support from EquiGenesis investors, made through The Citrine Foundation of Canada, gives young people in need a rich, rewarding music and social education that helps them realize their full potential. Funds received provide music lessons, instruments, performances, leadership, and mentorship opportunities in a safe, creative environment where youth in need can thrive.”
BC Children’s Hospital
To transform child health through excellence in philanthropy.
From the BC Children’s Hospital
“Donations from EquiGenesis investors, made through The Citrine Foundation of Canada, have helped families across BC, from enabling compassionate care tailored to the needs of children, to purchasing the latest innovations in life-saving equipment. This support continues to change the lives of families tomorrow through research aimed at conquering and ultimately preventing childhood diseases.”
Women’s Brain Health Initiative
To combat brain-aging disorders that affect women.
From Women’s Brain Health Initiative
“Philanthropic gifts from EquiGenesis investors, made through The Citrine Foundation of Canada have enabled Women’s Brain Health Initiative to enhance our capacity, empowering us to follow our mission and mandate. Our focus is to fund research that combats brain aging diseases that affect women and by creating compelling preventative health education programs, grounded in science, to educate the public on the best ways to maintain their cognitive vitality. We rely on philanthropic gifts to support this endeavour.”
Ontario Shores Foundation for Mental Health
Ontario Shores Foundation for Mental Health raises funds and support for Ontario Shores Centre for Mental Health Sciences (Ontario Shores). Our goal is to help bring awareness to and reduce the stigma surrounding mental illness, and to create hope for those struggling through the combined efforts of our team and the generous support of our donors and community.
From the Ontario Shores Foundation for Mental Health
“Support from EquiGenesis investors, made through The Citrine Foundation of Canada, funds mental health research priorities at Ontario Shores including recovery, interventions for people with schizophrenia, impact of bias in medical documentation, care for family caregivers, and access to primary/community-based psychiatric care. Funding has also expanded partnerships with academic institutions and strengthened international collaborations.”