Professional Advisors eResource
The following is a guide for professional advisors. Use the tabs in the right-hand sidebar to navigate through the guide.
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.
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.
* 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.