We hope these tools and resources will help you in your work. But we are always just a phone call away too.

For more information contact us at (905) 897-8880.

A helpful resource offered by Community Foundations of Canada for Professional Advisors:
Professional Advisors eResource

A comparison of the benefits of working with a Community Foundation versus establishing a private foundation:
Options for Donors – Comparing Three Approaches to Giving

Your clients may ask for a resource to help them with the language for planning a gift through their will:
Sample Bequest Language

There are many important reasons why you as a professional advisor might discuss philanthropy with your clients. To find out more, click here:
Top Ten Reasons to Discuss Philanthropy with your Clients 

The Community Foundation can be your trusted resource when working with clients. Here's how:
Giving Advice on Charitable Giving

When clients might be thinking about philanthropy and how you can help:
Listening for charitable opportunities

A guide you can download and give to families interested in family philanthropy:

A Professional Advisor's perspective on the value of working with a community foundation:
Flexible charitable options

When clients would like to make a donation of securities:
Direction to Transfer

Learn about the difference between donor advised funds and private foundations.
Donor Advised Funds and Private Foundations

Allow your clients to establish a charitable fund with CFofM while you continue to manage their assets.
Professional Investment Advisor (PIA) Program