The Community Foundations of Canada has put together an excellent resource for Professional Advisors.  This resource was developed after extensive consultation with the Professional Advisors industry and is meant to provide accurate and useful tools to better serve the client’s needs.

Professional Advisors & the Community Foundation

Working Together for Clients & Community

You’d be surprised how many of your clients are searching for a way to give back to their community, to memorialize a loved one, or simply to do good. Many of them are giving inefficiently both annually and through their estate.

You live/work in this community too. This is an opportunity not only to serve your client, but also to help your community thrive.

In the past 10 years alone, charitable donations to Canadian charities have more than doubled from $4.3 billion in 1997 to more than $8.6 billion in 2007 and $12 billion in 2013*. Canadians want to give back to their communities.

These trends are affecting professional advisor practices in two significant ways.

First, advisors are incorporating charitable giving as an integral component in their financial and estate planning activities — including the question “do you have charitable giving interests?” is standard planning practice for many advisors today. Charitable giving advice adds value to an advisor’s services and is welcomed by clients who expect an integrated approach to their wealth management.

Second, advisors are incorporating community foundations as trusted resources in delivering charitable giving knowledge and products to their clients.

Think of the Community Foundation as your personal Planned Giving Centre

Our motivation is simple:

We are a local foundation created to help individuals and groups make an ongoing difference in their community. Our business is community philanthropy.

Everyone wins when we work together.

Advisors forge deeper client relationships. Clients benefit from tax advantages and our communities are better supported – all through effective charitable giving.