Professional Advisors eResource
Statistics Canada data shows 21% of Canadians account for 82% of charitable donations. At the same time, philanthropic research reveals individuals are three times more likely to include charity in their will when the issue is raised by a lawyer, accountant or an investment or financial advisor.
If you’re interested in including charitable giving in your practice, but don’t know where to start, our Professional Advisors eResource can take the guesswork out of ‘asking the giving question.’
The resource includes plenty of helpful ‘how to’ advice including:
- Adding charitable giving to your practice
- Technical information about six common gift options
- Handouts you can personalize and share with clients*
- Donor stories that illustrate how giving can be used to help clients meet their financial and personal goals
This eResource is made possible through Community Foundations of Canada.
*or London Community Foundation will be pleased to work with you to personalize handouts accordingly