Professional Advisors

Professional Advisors eResourcePlanned Giving or Charitable Gift Planning can be defined as:

"The process of helping clients create a complete and balanced approach to philanthropy that addresses estate, tax and financial planning objectives, enriched by personal philanthropic hopes and dreams."

As a trusted advisor you strive to ensure your clients best interests are taken care of, and you have the insight to shape your clients giving, connecting them to the causes that matter to them. Your client doesn't have to be a millionaire to make an impact in their community. We have an in-depth knowledge of community issues, and together we can assist your client in making personalized giving solutions that have a long-term community impact.

Professional Advisors eResource

Helping You & Your Clients with Charitable Giving

With 84% of Canadians contributing to charity on an annual basis*, charitable giving is becoming an increasingly important part of your client's overall financial plan.

Add charitable planning to your practice - or enhance what you already do - with practical online tools and resources designed for you and your clients.

With more than 80 years of charitable experience, community foundations can help you build a stronger relationship with your client and make a difference in your community at the same time.

1. ADD GIVING TO YOUR PRACTICE
Find out how to introduce and talk comfortably about charitable giving with your clients.

2. TOOLS & RESOURCES FOR PROFESSIONAL ADVISORS
Get the information you need on gift options, donor benefits and the best choices for your clients.

3. HOW WE CAN HELP
Find out how community foundations can significantly enhance the services you offer to your clients.

4. GIFT OPTIONS
Practical information about six common and effective gift options for Canadian donors.

* Note: Source: Caring Canadians, Involved Canadians: Highlights from the 2007 Canada Survey of Giving, Volunteering and Participating, Michael Hall, David Lasby, Steven Ayer, of Imagine Canada and William David Gibbons, Statistics Canada, 2009.

Visit the Professional Advisors e-Resource page on the Community Foundations of Canada website to learn more about how to help your clients with charitable giving.