Home I Site Map I Privacy I FAQ's I Contact Us I Français
Who We Are
Grant Information
Become a Donor
For Professional Advisors

A Resource Guide for Professional Advisors
Initiating the Philanthropic Conversation
Giving Options and Gift Planning
Fund Options
Sample Will Clauses
Programs
Newsroom
Links
For Professional Advisors

Giving Options and Gift Planning
Donors can give as much or as little as they want. Click on the list below to see the various options:

Cash

Publicly-traded shares
Real estate

Appreciated securities
Bequests
Life insurance
Charitable remainder trusts
Transfers of an existing foundation, charitable trust or endowment

Gift Planning Matrix

This useful chart gives a summary view by type of gift, outlining the features and benefits of each.

 

The Professional Advisors e-Resource: A toolkit for helping clients achieve their philanthropic goals, is the property of the Community Foundations of Canada and is used with permission.

 

 

 

This toolkit was funded by a generous grant from the Ontario Trillium Foundation - an agency of the Ministry of Culture - which provides grants to eligible charitable and not-for-profit organizations in the arts, culture, sports, recreation, environment and social service sectors.

FAQs
Annual Report
Our brochure provides an overview for donors of what the Community Foundation does and how it works.
How to Use a Community Foundation provides more in-depth information about how to help your clients maximize their contributions while minimizing their taxes.
See who's involved. View the list of members of the Professional Advisors Steering Committee
Our Story