Confident, compliant grant-making.

With Qualifying Disbursements for Grantmaking Organizations unlock the tools and guidance you need to streamline disbursement processes, maximize impact, and stay compliant.

OUR MISSION

Qualidi’s mission is to support responsible, compliant and effective grantmaking across the full life of a grant. We help charities and grantmakers navigate the Canadian legal requirements with clarity and confidence by translating CRA requirements into practical, defensible guidance. We also help ensure that charitable funds are used effectively by conducting pre and post grant analysis to ensure that charity funds are put to their highest and best use by grant recipients.

WHAT WE DO

Qualidi has two related missions

We support Canadian charities that are making — or considering making — grants to non-qualified donees under Canada’s qualifying disbursement rules to help meet CRA requirements and manage the inherent risks in operating outside of Canada.

We also provide independent, third-party guidance and assessments before, during, and after a grant to  organizations anywhere in the world to ensure that charity money is meeting not expectations for efficient pursuit of charitable goals.

Our work is delivered by a network of experienced professionals with expertise in grantmaking, charity law, international and domestic charitable activity, and program delivery. Depending on the nature of the grant, we draw on the appropriate expertise to ensure assessments are well-reasoned, practical, and defensible.

Our services include:

  • Pre-grant risk assessments to evaluate the proposed activity, the donee, and the level of oversight required to remain compliant with international best standards for mitigating risk and delivering best in class results. 

  • Mid and Post grant analysis to determine what is working and what is not in order to make course corrections and determine if additional funds should be supplied to continue the project. 

  • Donor impact analysis of projects for use in proving results for donors.

  • From understanding regulatory requirements to developing effective disbursement strategies, we’re here to support you in achieving your philanthropic goals with confidence.

Ensure responsible grantmaking practices with our due diligence support services. We assist grantmakers in conducting thorough due diligence reviews of potential grantees, assessing their organizational capacity, financial stability, and alignment with your mission and values, helping you make informed funding decisions and mitigate risks.

Our promise doesn't end once the initial services are delivered. We are dedicated to providing ongoing support and updates to keep you informed about the latest trends, developments, and best practices in grantmaking. With our continuous assistance, you can navigate challenges confidently and stay ahead in the dynamic landscape of philanthropy.

Navigate the complex landscape of policy and advocacy issues affecting grantmaking organizations with our policy and advocacy support services. Our team provides guidance on relevant legislative and regulatory developments, helps you understand their implications for your organization, and offers strategies for effective engagement and advocacy.

Receive ongoing support and updates from our team to stay informed about the latest trends, developments, and best practices in grantmaking. Whether you have questions, need assistance, or want to stay up-to-date on regulatory changes, our team is here to provide the support and resources you need to succeed.

Comprehensive Support

We promise to provide grantmaking organizations with comprehensive guidance every step of the way. From understanding regulatory requirements to developing effective disbursement strategies, we’re here to support you in achieving your philanthropic goals with confidence.

Trustworthy Compliance

Our promise is to ensure that your disbursements meet all relevant legal and tax requirements. With our reliable compliance services, you can rest assured that your organization is fulfilling its obligations and operating with integrity and transparency.

Personalized Solutions

We understand that every grantmaking organization is unique, which is why we promise to deliver tailored solutions to meet your specific needs. We are committed to providing solutions that align with your goals and priorities.

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