Oakville Community Foundation

How can I recommend charity, without recommending a charity?

It’s a delicate dilemma. Estate planners, financial planners, and other professional advisors are often faced with the same challenge: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.

Fortunately, there’s a simple solution. It’s your local community foundation. A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while taking advantage of maximum tax benefits under federal law. We offer a variety of giving options — including the ability to set up a charitable fund in your client’s name. It’s just one way we can help you help your clients achieve their charitable goals.

Please review our publications including but not limited to;

About the Oakville Community Foundation

Deepening Your Relationship With Your Clients 

To learn more, contact Rusty Baillie.

 

We offer numerous resources to help you help your clients achieve their philanthropic goals. These resources include a comprehensive professional advisors’ e-resource centre from Community Foundations of Canada. This centre offers information and tools on topics such as: