Resource Kit - Monday, May 3, 2010 16:51

eResource Kit

Helping You & Your Clients with Charitable Giving

With 84% of Canadians contributing to charity on an annual basis*, charitable giving is becoming an increasingly important part of your client’s overall financial plan.

Add charitable planning to your practice – or enhance what you already do – with practical online tools and resources designed for you and your clients.

With more than 80 years of charitable experience, community foundations can help you build a stronger relationship with your client and make a difference in your community at the same time.

*Note: Source: Caring Canadians, Involved Canadians: Highlights from the 2007 Canada Survey of Giving, Volunteering and Participating, Michael Hall, David Lasby, Steven Ayer, of Imagine Canada and William David Gibbons, Statistics Canada, 2009.

ADD GIVING TO YOUR PRACTICE
Link – http://www.cfc-fcc.ca/pa-eresource/talking-about-charitable-giving/index.cfm

TOOLS AND RESOURCES FOR PROFESSIONAL ADVISORS
Link – http://www.cfc-fcc.ca/pa-eresource/tools-for-professional-advisors/index.cfm

HOW WE CAN HELP
Link – http://www.cfc-fcc.ca/pa-eresource/how-community-foundations-can-help/index.cfm

CHARITABLE GIFT MATRIX
Link – http://www.cfc-fcc.ca/pa-eresource/tools-for-professional-advisors/gift-matrix.cfm