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Introduction
The professional advisor plays a singularly important role in helping the client create and realize a personal philanthropic vision. Community foundations facilitate philanthropy through the ways in which they partner with donors in supporting community activity. These two actors, professional advisors and community foundations, can enhance their relationships with donors by making the most of the tools and information available.
The information in this site has been developed by Community Foundations of Canada (CFC) to:
- provide professional advisors with a sampling of planning ideas for consideration in the context of effective estate, tax and financial planning;
- equip Canadian community foundations with the tools to work effectively with professional advisors.
Acknowledgements
Using and Adapting Material from CFC
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- Community leadership and impact
- Permanence and continuity
- Flexibility
- Options for Giving
- Investment Expertise
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- Professional Management
- Recognition and Stewardship
- Simplicity
- Cost Effective
- Attractive Tax Benefits
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Jane Humphries
Director of Organization and Professional Development
Community Foundations of Canada
+1-519-725-3353
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