Research shows that only 7% of Canadians would leave money to charity in their will, in the absence of a specific discussion around charitable giving. However, if the issue is raised with them, perhaps when drawing up a will or financial plan, the figure rises to 27% – more than a three-fold increase.
Initiating a charitable giving conversation with your clients can not only strengthen your relationship but will lead to more meaningful philanthropic plans. Our level of community knowledge and flexible giving options combined with your expertise and commitment to finding the best for your client is a partnership worth exploring.
We value relationships as much as you do, so we tailor giving options to meet your clients’ personal needs. And because we are experts at the ins and outs of charitable giving, you can offer this added value to clients, quickly and easily.
Getting started is simple with our extensive library of tools and resources. Developed in partnership with Community Foundations of Canada (and hosted on their site via the links below) you can find everything from tips on how to start the discussion with your client to books and articles on charitable giving in Canada.
Section 1: Talking About Charitable Giving -includes the top 10 reasons for discussing philanthropy, ways to talk about giving, research and more.
Section 2: Tools for Professional Advisors – contains a wide array of resources and information sheets to make it easy for you to share information with your clients.
Section 3: Gift Options for Canadian Donors – provides practical information about common gift options for Canadian donors
We know giving and we know our communities. Community foundations have experience, expertise and a host of tools ready to help you advise clients on their charitable giving. Let us help you today.