Professional Advisors eResource
Helping You & Your Clients with Charitable Giving

With 84% of Canadians contributing to charity on an annual basis*, charitable giving is becoming an increasingly important part of your client's overall financial plan.

Add charitable planning to your practice - or enhance what you already do - with practical online tools and resources designed for you and your clients.

With more than 80 years of charitable experience, community foundations can help you build a stronger relationship with your client and make a difference in your community at the same time.

  1. Add Giving to Your Practice

    Find out how to introduce and talk comfortably about charitable giving with your clients.

  2. Tools & Resources for Professional Advisors

    Get the information you need on gift options, donor benefits and the best choices for your clients.

  3. How We Can Help

    Find out how community foundations can significantly enhance the services you offer to your clients.

  4. Charitable Gift Matrix

    Use our handy chart to figure out the best charitable gift options for your clients.

* Note: Source: Caring Canadians, Involved Canadians: Highlights from the 2007 Canada Survey of Giving, Volunteering and Participating, Michael Hall, David Lasby, Steven Ayer, of Imagine Canada and William David Gibbons, Statistics Canada, 2009.

Senior couple discussing financial options

Did you know...?

Research shows that only 7% of Canadians would leave money to charity in their will, in the absence of a specific discussion around charitable giving. However, if the issue is raised with them, perhaps when drawing up a will or financial plan, the figure rises to 27% - more than a three-fold increase.