Today, many attorneys, accountants, financial planners, and other professional advisors are working with the Port Coquitlam Community Foundation to enhance the service clients seek from you and your firm.
We partner with you to provide the resources you need for your clients to receive the full benefit of their donations and support the causes that mean most to them.
MAKE GIVING EASY FOR YOUR CLIENTS
Our foundation can provide a single point of contact for all of an advisor’s charitable planning needs and can help you provide your clients with options and resources for charitable giving.
Community Foundations are local foundations offering a variety of ways to give that have a lasting impact on communities. We can work with you to help you craft philanthropy plans that suit your clients’ financial situations and fulfill their financial and charitable giving goals.
Everyone wins when we work together. Advisors forge deeper client relationships. Clients benefit from tax advantages. And our communities are better supported – all through effective charitable giving.
Professional Advisors eResource Toolkit
These valuable resources have been developed by Community Foundations of Canada to help advisors as they work with their clients to meet their philanthropic goals.To download this toolkit, please click on Professional Advisors eResource toolkit.