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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;
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: