Professional Advisors

Professional advisors find themselves at the centre of two dramatic forces in Canada today: the enormous increase in personal wealth and the renewed concern for community.

More and more clients are becoming interested in their community and what they can do to have an impact. They want to be informed, caring and engaged citizens and, when the time is right, many want to contribute back to their community.

At the Community Foundation of Halton North we know that professional advisors are knowledgeable about the many ways charitable gift planning options can help solve everyday tax and financial planning problems while adding value to the client’s family and the community.

You play an important role in helping clients create and realize a personal philanthropic vision. When the professional advisor can display a full range of charitable planning options available, the philanthropist locked inside a client will have a chance to emerge.

A professional advisor can help clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions.

The Community Foundation of Halton North can work with you and your client to recommend the best charitable solution. CFHN provides options for flexible giving. When donors establish a fund through the Community Foundation of Halton North, they open the door to a broad range of charitable options. CFHN can manage virtually any type of gift for any charitable purpose, offering everyone the opportunity to make a lasting contribution that directly benefits their community.

For Good, For Ever.

The following is an excellent, quick and easy to use matrix that helps Professional Advisors, help their clients with the types of charitable gifts and their benefits.

View and Download: The Canadian Charitable Gift Matrix

The Community Foundation of Halton North has experience, expertise and a host of tools ready to assist you on charitable giving options. Let us work with you today.

Please contact us.

Sue Lawrenson, Executive Director
slawrenson@cfhn.ca
905-864-9211