A Legacy of Giving, Guided by Faith

Canada's First and Only Halal Donor-Advised Fund: A Legacy of Giving, Guided by Faith

Empower your charitable impact, maximize your tax benefits, and invest according to Sharia principles with Assad Wealth Management.

What is a Donor-Advised Fund?

A Donor-Advised Fund (DAF) is a powerful charitable giving account that allows you to contribute assets like cash or securities, and receive an immediate tax receipt. Your funds are then invested to grow and can be granted to your favorite charities over time. It's a strategic tool for managing your philanthropy and making a lasting impact.

Key Benefits

  • Immediate Tax Benefit

    Receive an immediate tax receipt upon donation, reducing your current tax liability.

  • Flexibility and Control

    Decide when and where to distribute funds to your chosen charities, on your own timeline.

  • Tax-Free Growth Potential

    Your charitable assets can grow tax-free within the DAF, maximizing your giving potential.

  • Streamlined Giving

    Simplify your charitable giving with one online platform.

  • Optional Privacy

    Give anonymously, if desired, or in your family's name, creating a Sadaqa Jariah.

How does it work?

How does it work?

How does it work?

  1. You make a donation of assets, such as cash or securities, to your DAF.

  2. You receive an immediate tax receipt for your donation.

  3. Your assets are invested in Halal-compliant investments, managed by Assad Wealth Management, growing tax-free until you are ready to donate.

  4. Grant funds to charities of your choice, when you are ready.

Naming Your DAF:

Your Donor-Advised Fund can be named to reflect your values or honor loved ones. Here are some examples to inspire you:

  • The Ibrahim Family Legacy Fund

  • The Noor al-Hayat Generosity Fund

  • The Barakah Family Endowment

  • The Rahman Family Giving Circle

The Assad Wealth Management Difference

The Assad Wealth Management Difference

Sharia-Compliant Investing. Unwavering Commitment. A Legacy of Giving

At Assad Wealth Management, we understand that investing requires rigorous attention to detail and unwavering commitment to Sharia compliance.

Unlike traditional DAFs, we provide access to Halal investment options, ensuring your charitable funds are managed in a compliant manner.

Our meticulous two-step screening process examines business sectors and financial practices to build investment portfolios that integrate your values with proven wealth-building strategies.. Learn more about our Halal Investment Process here

Experienced

With 20 years of experience as a financial advisor, Hash Assad, Executive Financial Consultant and Division Manager at IG Wealth Management, has been helping families and businesses achieve their financial goals and leave lasting legacies for many years. We focus on tax, estate, retirement, and Halal investment planning

our Values. Your Legacy. Your Impact

our Values. Your Legacy. Your Impact

Key Benefits:

  • Grow your charitable dollars while respecting your beliefs.

  • Create a lasting legacy for your family that aligns with your values.

  • Maximize your tax savings through immediate tax receipts and tax-free growth.

  • Have confidence that your funds are being invested in a Halal manner.

who is it for?

  • Designed for affluent individuals and families who prioritize faith-based financial planning.

  • Ideal for those who want to create a Sadaqa Jariah and leave a lasting charitable legacy.

  • Perfect for business owners who want to maximize their charitable giving while getting tax benefits.

About Assad Wealth Management

About Assad Wealth Management

Assad Wealth Management

  • At Assad Wealth Management, our mission is to provide comprehensive financial advice that will help you grow and sustain your wealth. With a focus on high-net worth individuals and families, we provide personalized solutions and tailor our approach to every client’s unique circumstance and objectives.

  • Our team is dedicated to working with you to ensure you achieve your financial goals. We focus on: Investment Planning, Retirement Planning, Tax Planning, and Estate Planning, Insurance Planning. Learn more about Our Services here.

Trusted Foundation

  • We partner with CHIMP: Charitable Impact Foundation (Canada), a well-established and reputable Canadian public foundation that is a registered charity. They provide the administrative and tax receipting support, leaving you to focus on your investments and legacy planning. CHIMP is audited annually by MNP for accountability and transparency.

lets connect

lets connect

Getting Started is Easy:

  1. Request a free consultation with our team.

  2. Establish your Halal Donor-Advised Fund with our simple process.

  3. Make your first donation and receive an immediate tax receipt.

  4. Partner with us to grow your assets with our Halal investment strategies.

  5. Begin making grants to the charities you care about, when you are ready.

WHAT OUR CLIENTS ARE SAYING…

  • Hash has done a splendid job setting up a Sharia-compliant donor-advised fund in memory of my dad. When I first approached Hash about this, it was late in the year, but he made it happen in no time. Opening a DAF is truly a great way to give back to the community and enhance the impact of Muslims in Canada. Our community is in a great need of such funds to create a lasting impact. I look forward to continuing to work with Hash as both a friend and a valued advisor.

    - ABDALRAHMAN