For Professional Advisors

Planned 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.

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.

The Professional Advisors eResource covers:

  • Talking about Charitable Giving
  • Tools for Professional Advisors
  • Six gift options for Canadian Donors
  • How Community Foundations can help

Click here to view the eResource>>