For Professional Advisors
Research shows that only 7% of Canadians would leave money to charity in their will, if left to their own devices. However, if the issue is raised with them, perhaps when drawing up a will or financial plan, the figure rises to 27% – more than a three-fold increase.
The resources provide below are intended to assist you in working more effectively with clients on a topic that may be relatively new to them.
Materials to Use and Share
Below are resources for you to use freely for yourself or with clients. The donor brochure allows for a comprehensive look at working with SSCF. The one sheets that follow are condensed reference documents to use depending on your clients’ specific needs.