Professional Advisors Resources

We hope these tools and resources will help you in your work. But we are always just a phone call away too.

A helpful web based resource offered by Community Foundations of Canada for Professional Advisors:
communityfoundations.ca/guide/professional-advisors-eresource.

A comparison of the benefits of working with a Community Foundation versus establishing a private foundation:
Options for Donors (PDF)

Your clients may ask for a resource to help them with the language for planning a gift through their will:
Sample Bequest Language (PDF)

There are many important reasons why you as a professional advisor might discuss philanthropy with your clients. To find out more, click here:
Top Ten Reasons to Discuss Philanthropy with your Clients (PDF)

The Community Foundation can be your trusted resource when working with clients. Here's how:
Giving Advice on Charitable Giving (PDF)

When clients might be thinking about philanthropy and how you can help:
Listening for charitable opportunities (PDF)

A guide you can download and give to families interested in family philanthropy:
Generations (PDF).

A Professional Advisor's perspective on the value of working with a community foundation:
Flexible charitable options (PDF)

About Us

The Community Foundation of Mississauga serves the people and neighbourhoods of Mississauga from Port Credit in the south to Meadowvale in the north. Working with our donors and the broader community, we invest in building strong and resilient places to live, work and play.

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Contact Us

Community Foundation of Mississauga
1100 Central Parkway West, Unit 15, Lower Level
Mississauga, Ontario L5C 4E5
Phone: 905-897-8880 Fax: 905-897-7509
Charitable BN: 892395112 RR0001

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