Professional Advisors ~
Community Foundations + Professional Advisors = benefits for your clients and the community
Professional Advisors across Canada work with local community foundations because it’s a natural fit. You want to provide your clients with all the opportunities they are looking for. When it comes to philanthropy, that’s where we come in. Benefit from our more than 56 years of experience in working with charities to better serve your clients and the community.
Why work with the Community Foundation?
Ease
When your clients donate to the Community Foundation they get an immediate tax receipt even if they plan to donate to multiply charities. They can also make donations throughout the year.
Flexibility
We have various types of funds that focus on immediate giving to long-term, continuous donating. We also have different ways to give including donating stocks, life insurance, and even works of art. Different donations can have different benefits which we are happy to discuss with you and your client.
Customized Service
We are happy to provide as much guidance on charitable giving as you and your clients prefer. You maintain the relationship you’ve built with your clients and bring us in when needed.
Community
There are opportunities for both you and your clients to be a part of Community Foundation events tailored to our donors and professional advisors. This can include our annual Friendraiser events, our Family Tree and Legacy Circle celebrations, networking events, and more.
More Information
If you want to learn more about how the Community Foundation can work with you, email us at [email protected] or call 306-751-4756. You can also download our Professional Advisor Booklet or request a paper copy.
Stay Connected
Sign up for our newsletter today to ensure you never miss an opportunity to engage with the community. We will send you updates on how the community is fairing with our Vital Signs Reports, upcoming events to participate in, as well as our Newsletters released bi-annually.