We want to be a resource for you as well as a philanthropic partner for your clients.
These materials have been prepared by Community Foundations of Canada to assist Professional Advisors with conversations about charitable giving with their clients.
- Professional Advisors e-resource toolkit
- Top 10 reasons for discussing philanthropy
- Your role as a Professional Advisor
- How to talk about charitable giving with your clients
- Comfortable conversation starters
- The life stages of giving
- Gift matrix – includes types of gifts, benefits to the charity, benefits to the donor, examples, and appropriateness
- Glossary of charitable giving terms
If your client is interested in the experiences of community foundation donors, browse through the stories Maple Ridge Community Foundation and the Community Foundations of Canada have collected.
