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A Resource Guide for Professional Advisors
Initiating the Philanthropic Conversation
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For Professional Advisors

Initiating the Philanthropic Conversation
Listed below are several tools designed to jump-start the discussion.

The Top 10 Reasons Why You Should Discuss Philanthropy with Clients

Why should Professional Advisors get involved? Click here to see why it's a sound decision for both parties.

Asking the Giving Question

Professional Advisors are in a unique position to provide opportunities for clients to achieve their charitable goals. This document provides information on when and how to initiate that discussion. To read more...

Life Stages of Giving

People make different choices depending on their stage of life. This document helps to identify your client's situation and the various ways they can appropriately donate. More information...

 

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
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