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Professional Advisor Resources

From time to time, we will add additional resources for professional advisors. Watch this space. Many are prepared using the expertise of Community Foundations of Canada:

  • Canadian Charitable Gift Matrix – this is an excellent summary of the diversity of vehicles for giving that go way beyond cash and securities.
  • The Role of Professional Advisor – this document is an overview of some ways that professional advisors can add value to their clients in the area of philanthropy. CWCF is a great vehicle both for community-based philanthropy and also as a single registered charity to integrate the giving wishes into the will as part of estate planning.