Recent years have rightly seen a growing focus on the duties of directors to safeguard their charity's assets. Registered charities in Canada must spend a minimum of an amount equal to 3.5% of investment assets each year to meet disbursement quota requirements. In order to minimize capital diminishment from inflation, Benevolent Organizations must effectively manage assets not used for operating purposes.

Benefic Capital assists Benevolent Organizations to:

• Apply innovative approaches to asset management
  • Benefic investment strategies consider return on investment, risk, diversification and benevolent purpose
• Design new ways to fund programs and infrastructure through innovative investment strategies
• Devise and revise investment policies and strategies
  • Benefic understands how the cash flow needs of Benevolent Organizations differ depending on activities and pledges
• Find an investment manager tailor-made for the organization
  • Benefic does not have loyalties to any one investment firm or philosophy so is best positioned to provide objective advice