Professional Advisors: Marketing Toolkit (2006)

Designed to help community foundations reach out and build relationships with professional advisors.


We are in the process of updating our suite of branding and marketing toolkits for community foundations. In the meantime, the 2006 toolkit is still available to download through Dropbox.

Inside the toolkit you will find PDF and, where applicable, editable DOC files for the following tools:

  • Canadian Charitable Gift Matrix (2009)
  • Advisor Tools
    • Giving advice on charitable giving
    • Listening for charitable opportunities
    • Flexible charitable vehicles. Effective financial solutions.
    • Multiple benefits of charitable giving
  • Advisor ads / handouts
    • Should your clients give through their community foundation?
    • How can I recommend charity without recommending a charity?
    • Is giving through a community foundation right for your clients?
  • Advisor event materials  *these materials need to be customized to be complete
    • Advisor planning checklist
    • Advisor invitation
    • Advisor agenda
    • What is a community foundation? (presentation)
    • Advisor evaluation form
    • Advisor follow-up letter
  • Advisor client event materials  *these materials need to be customized to be complete
    • Advisor client planning checklist
    • Advisor client invitation
    • Advisor client agenda
    • What is a community foundation? (presentation)
    • Letter
    • Event Evaluation
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