Professional Advisors

Today, many attorneys, accountants, financial planners, and other professional advisors are working with the Community Foundation of Northwestern Alberta to enhance the service clients seek from you and your firm.

We will work in partnership with you to provide the resources you need to help your clients receive the full benefit of their donations while supporting 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. 

*Interested in learning more on how to help you in your work with clients, visit the Community Foundations of Canada Professional Advisors eResource toolkit.

 

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