Helping you fulfill the promise of your mandate—today and
tomorrow.
Charitable and not-for-profit organizations play a pivotal role providing
services integral to the Canadian experience. That's why RBC Dominion
Securities is committed to helping your organization provide its essential
services well into the future.
Explore how we can meet your organization's needs:
Investing and Investment Management
The first step we take in helping you invest in accordance with the
short- and long-term objectives of your organization is to match you with a
personal Investment Advisor. A dedicated professional, your Investment
Advisor will draft an investment policy statement in order to address issues
specific to your organization. Your formal investment policy statement serves
many purposes, including:
- Listing how your organization’s funds should be invested
- Providing a record of your organization’s philosophy, objectives,
constraints and operating principles
- Supplying a disciplined approach to investment strategy and day-to-day
decision-making
- Helping your organization meet its fiduciary responsibilities
Having created an investment policy statement, the next step in the
investment process is to build and monitor your portfolio.
We offer a broad range of services, including:
- Investment strategy and portfolio structuring
- Discretionary and non-discretionary portfolio management
- Proprietary and non-proprietary solutions
- Security research and selection
- Regular portfolio reviews to ensure compliance with stated
investment objectives
- Formal investment review meetings
- Quarterly investment commentaries
- Facilitating donations of securities
- Assistance with socially responsible investing
No matter the level of service you require, we make only those investment
decisions that are within the clearly defined parameters set out in your
organization’s customized investment policy statement.
Custody and Administration
We also provide a comprehensive package of custody and administrative
services, including:
- Safekeeping of all cash and securities
- Collection of income from stocks, bonds and cash
- Settlement of all securities transactions
- Required tax reporting
- Customized reporting options
- Disbursement of funds according to your instructions
- Recordkeeping services and consolidated financial accounting
reports
- Other administrative services
Planned Giving
Working with your organization on a one-on-one basis, we can help your
potential donors by providing strategies designed to maximize their
charitable gift.
For example, we offer a Charitable
Gift Program for those who wish to support charitable causes in a
meaningful way, without the time and cost associated with establishing a
private foundation or endowment fund.
To learn more about planned giving, please see
Charitable Giving in our Education
Centre.
Executor/Liquidator and Trustee Services
Legal, tax and administrative issues can make the duties of an
executor/liquidator very complex and time-consuming.
We can further assist your potential donors by:
- Acting as a professional and impartial corporate
executor/liquidator
- Providing support in all duties—or only those where assistance
is required
- Helping a donor contribute assets through a charitable remainder
trust by serving as corporate trustee and administering the assets of the
trust
- Offering comprehensive accounting of estate assets and liabilities
To provide these services, we work in partnership with RBC Trust
Services, a trusted name in the estate administration business with over
a century of experience.
For additional details on how we can meet the estate administration
and settlement needs of your donors, please visit our
Estate Settlement page.
Take the next step…talk to an advisor.
Our Investment Advisors are here to help recommend the solutions that
are best for you. To learn more, please
contact an advisor today.
Or, ask an advisor to contact you.
|
