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.
Additional Resources
Objectives
- Provide professional advisors with the tools they need to help their clients fulfill their charitable goals
- Connect professional advisors and their clients to community foundations and local charitable causes
- Promote charitable giving
Impact
- Presents the rationale for raising the issue of charitable giving along with suggestions for “Asking the Giving Question”
- Helps tailor strategies the individual with “Overview of the Life Stages of Giving” – what type of giving makes sense at various stages
- Takes the guesswork out of gift options with “Gift Planning Matrix,” describing the features and benefits of various gift instruments
Need guidance to donate or create a fund? Contact us and we will gladly help.
South Saskatchewan Community Foundation
Phone (toll free): 1-877-751-4756
Fax: 306-751-4768
Email: info@sscf.ca