Portfolio Management
Professional and Transparent Portfolio Management
Harnessing the experience of Quadrant Private Wealth
GiftPact Foundation Inc.’s management and administration services are provided at a fixed fee by Quadrant Private Wealth, a portfolio management firm based in Winnipeg and serving clients in Ontario and Western Canada. GiftPact Foundation Inc. and Quadrant Private Wealth are independent entities.
Through QPW, GiftPact offers peace of mind to its clients through a conservative investment strategy, a fair fee structure, and thorough reporting.
Asset Mix
GiftPact funds are invested under a balanced approach: 60% invested in equities and 40% invested in fixed income. The strategy is conservative and globally diversified.
Fees
GiftPact charges an annual 1.5% investment management fee on Flexible Endowment Fund balances.
GiftPact charges the following annual administration fees for donor-advised Flexible Endowment Funds:
- 1% of balances up to $1 million
- One-half of 1% on the next $4 million
- One-quarter of 1% on any amount over $5 million
There are no administration fees applicable to Conduit Funds. GiftPact may retain interest generated by the fund up to a maximum of 1.5%. Interest in excess of 1.5% is allocated to the donor-advised fund.
In the interests of clarity and transparency, all donors are provided with a Fee Disclosure Document explaining GiftPact’s fee structure in detail.
See a sample donor-advised agreement for more information.
Reporting
GiftPact provides detailed and personalized statements twice a year to fundholders.