Workshops & Retreats

DAFs at the Advisory Table:

Bringing Donor Advised Funds into the Wealth Management Conversation

Oct. 6, 2026 – 10:30am MST

DAF assets under management have grown to $17.3 billion across the country and Canadian charities received $2 billion in donations in the last fiscal year alone.

Are you ready to have that conversation with your clients, or will they (and their assets) go elsewhere?

Join Karma & Cents and Transform Philanthropy for a free 60-minute webinar: DAFs at the Advisory Table – Bringing Donor Advised Funds into the Wealth Management Conversation

Get a practical framework for spotting philanthropic opportunities, a clear look at how the advisor-DAF provider partnership works (without giving up assets under management), and live Q&A.

What you’ll learn

• • What DAFs are, and why more clients are choosing one over writing a direct cheque.
  • How the Advisor → DAF Provider → Charity relationship works, and why your clients’ investable assets don’t have to leave your management.
  • How to recognize the “ideal referral moments” in a client’s life that signal a DAF conversation.
  • The difference between an Endowment Fund and a Flow-Through Fund, and which fits which client.
  • The most common myths advisors have about DAFs, and why they don’t hold up.

Families Summit of Minds:

Nov 20th-22nd, 2026 | Banff Centre

Join Canadian family foundations and enterprises as we dive into a variety of topics that directly impact the strategic directions of family philanthropy and family wealth planning. Karma & Cents team members, Daryl Kootenay and Gena Rotstein will be leading two interactive workshops during the summit on Indigenous concepts of wealth & philanthropy.

Using real examples of how family foundations have integrated the TRC into their giving strategies, Daryl and Gena will share what worked, what didn’t and how to avoid repeating the same mistakes!

Session #1: 

A facilitated discussion about family systems and how European concepts of philanthropy are incongruous with Indigenous concepts of wealth and community. During this discussion we will introduce the TRC calls to action and how they connect to family philanthropy strategy. Part of this will be done in small group/family units so as to allow for deeper capacity building of the family. This will be followed up with a larger group in-circle discussion to pull out what resonated and action items/resources that they can take back with them.

Session #2:

Get ready for a unique exploration into your family’s values, its history and approaches to philanthropy through the lens of Indigenous values and relationships with the land and with an eye on Truth and Reconciliation. Discover how to learn from the land by creating your own parfleche – a unique travel “bag” and important cultural object containing times that reflect your family’s values, constitution, and history – as you take part in bridging the gap between traditional European notions of philanthropy and indigenous concepts of wealth, family systems, and community.