photo credit: Amy Dryer painting
Established in 1955, the Calgary Foundation is a
philanthropic leader in the community. By partnering with professional
advisors, our aim is to guide strategic charitable investments that allow your
clients to fulfill their social capital goals.
collaboration with the Calgary Foundation you will:
direction for your clients looking to create a family legacy To receive our Advice to
a more comprehensive service to your clients Advisors Newsletter
greater insight to your clients’ passions
the opportunity to be a part of
the impact your clients are fostering
collaboration with the Calgary Foundation your clients will:
- Gain extensive knowledge of the
- Have increased opportunities
for donor education and involvement
- Have access to family
philanthropy consulting and administrative resources
tremendous tax benefits
3 approaches to giving – a breakdown of the differences between Community
Foundation Advised Funds, Commercial Donor Advised funds and Private Foundations.
Learn about the types
of Funds and Gifts
available to your client.
Review the foundation’s Cost Recovery
and our Investment
Work with your clients to explore multi-generational giving
Access a Professional
Advisors e-resource available through the Community Foundations of Canada
to help get you started.
Reference any of our suggested readings that outline the value of planned giving.
Sign up to receive our Advice to Advisors newsletter. This resource provides timely information on philanthropy
and charitable giving. Ideal for professionals working in financial
planning, insurance, estate and tax accounting, wills and estates law, investment
planning and wealth management fields.