For Advisors

Information on how you can help your clients meet their charitable goals.

 

 

 

For Advisors

Posted by on Aug 25, 2015 in advisors, Featured | 0 comments

For Advisors

Grand Bend Community Foundation provides information for financial advisors and other professional advisors  to assist their clients. This page lets you find out more about us, as well as as the Community Foundations across Canada.

Some of our donors have asked us for language that can be used in estate planning and making a bequest to the Community Foundation. This document is provided to assist in this process. BequestInfo

This link will take you to the Professional Advisors eResource

Help for your clients: 

Seven questions for Estate and Financial Planners

  • Do I have clients who care deeply about their community?
  • Do they give to more than one charitable cause?
  • Are they interested in creating a personal or family legacy in their community?
  • Are they considering the creation of a private foundation, but are concerned about cost and administrative complexity?
  • Would they like to stay personally involved in the use of their gift dollars?
  • Do they want to receive maximum tax benefit for their charitable contributions under federal law?
  • Do they place a priority on sound financial management of their contributions?

If you answered yes to any of these questions, your clients would
benefit from knowing more about the Grand Bend Community Foundation.
We’d be happy to help you make an introduction.

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Community Foundations Canada and the Grand Bend Community Foundation are pleased to offer you the following information & resources to assist you in answering your clients questions.

1.  Talking about charitable giving

2. Tools for professional advisors

3. Flexible Giving -Gift Options

4. How Community Foundations Can help

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CFCAdvisor_info

Posted by on Jun 26, 2013 in advisors | 0 comments

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.

Follow this link to see the

Professional Advisors eResource page.

GBCF videos

Posted by on Nov 29, 2012 in advisors, News | 0 comments

Grand Bend Community Foundation produces videos and publishes them to our youtube Channel.  You can see them all by following this link  GBCF youtube channel.  We create videos of Grants, some public sessions we hold and anything that we feel helps promote our community and the Canadian Community Foundation movement.

This video describes briefly what our community foundation does and you will see some of the reasons why Grand Bend Community Foundations vision statement is

“Caring people collaborating  to build an inclusive, sustainable community.