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:
http://www.cfc-fcc.ca/pa-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)