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For Professional Advisors

A Resource Guide for Professional Advisors
This guide is designed to provide professional advisors with a sampling of planning ideas for consideration in the context of effective estate, tax and financial planning. Click here to see more.

 

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.

 
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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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