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Welcome to the Professional
Advisors section of our website!
The professional
advisor plays an important role in helping people create and realize a
personal philanthropic vision. Community Foundations facilitate philanthropy
through the ways in which they partner with donors in supporting community
activity. Professional advisors and community foundations working together can
enhance their relationships with clients/donors by making the most of the tools
and information available.
It is our intention to supply you with
pertinent information relevant to your work with your clients wishing to make a
charitable gift or gifts.
A quick and easy way to find a comprehensive information
source is to click here:
Why partner with
the Community Foundation?
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Several charitable
organizations or causes can be supported with a single gift.
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We are experts on charitable
giving
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We offer a full array of simple
and flexible charitable solutions
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We offer the maximum tax
benefits as a public charity
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Your client can rest assured
that an endowed gift will remain intact in perpetuity.
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We can help you help your
clients achieve their philanthropic goals and in turn, enhance your
relationship with your clients and their families.
Top Ten
Reasons For Discussing Philanthropy with your clients.
How can I
recommend charity without recommending a charity?
Fortunately, there’s a simple solution. It’s
your local community foundation. A community foundation is a single, trusted
vehicle your clients can use to address the issues they care about most, while
taking advantage of maximum tax benefits under federal law. We offer a variety
of giving options — including the ability to set up a charitable fund in your
client’s name. It’s just one way we can help you help your clients achieve
their charitable goals.
In
the late 1990’s, The Philanthropic Initiate (TPI) conducted research with
professional advisors concerning their motivations for, and methods of providing
advice about philanthropy.
Click
here to find out more.
Asking the
Giving Question
Professional
Advisors are in a unique position to provide opportunities for clients to
achieve their charitable goals. Find out more about how and when to initiate
the discussion
(more)
More Information
For more information on the Community Foundation
of Medicine Hat & Southeastern Alberta please take a moment to browse our
Professional Advisors Manual.
Professional Advisors Manual
Section A
- Introduction
Section B - CF What is it?
Section C - Types of Funds
Section D - Types of Funds (cont)
Section E - Stewardship
of the Fund
Section F
- Advantages
Section G
- Gifts of Cash
Section H - Gifts of Property
Section I - Wills
Section J
- Inter Vivos Trust
Section K
- Insurance & RRSP
Section L - Corporate Giving
Section M - Private Foundations
Section N - Open Endowment
Funds
Section O - Sample Clauses
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