Professional Advisors

We promise to make you look good.

When professional advisors partner with Calgary Foundation, you better serve your clients’ charitable goals and help their giving go further. Our expertise in philanthropy can offer your clients a more comprehensive service and give you, as their advisor, the opportunity to be part of the impact.

In collaboration with Calgary Foundation, professional advisors can:

  • Provide direction for your clients looking to create a family legacy
  • Have greater insight to your clients’ passions
  • Gain extensive knowledge of the charitable community
  • Highlight tremendous tax benefits for your clients

We pride ourselves on offering highly personalized services. That includes helping your clients find giving solutions that will meet their financial and charitable goals. Our customizable giving solutions consist of a variety of ways to give now and later.

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Have questions, or want to learn more? We’re happy to chat! Please connect with our Donor Relations Advisor, Leah Johnson-Clark.

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