By partnering with The WindsorEssex Community Foundation, professional advisors - accountants, lawyers, life insurance agents, financial planners and others - can help their clients fulfill their financial, family and charitable goals and in turn, enhance your relationship with your clients and their families.
In partnering with the community foundation, some of the advantages to your client include:
- We are knowledgeable of our community and its needs, enabling the client to be as effective as possible in their giving.
- Several charitable organizations or causes can be provided for with a single gift.
- The donor can specify a cause without having to name a particular organization.
- During the donor's lifetime, he/she can alter the charitable purposes of the gift.
- The donor can rest assured that the fund will be professionally managed even if the designated beneficiary may not have financial expertise.
- The donor can rest assured that the fund will remain intact in perpetuity, providing lasting support to the community.
- The donor can remain anonymous.
As a public charity, we accept donations of cash, securities, bequests, gift of life insurance or real property and we offer maximum tax benefits. And starting a fund at a community foundation is significantly less expensive and easier than starting and operating a private foundation.
Professional Advisor Resources
Statistics Canada data shows 21% of Canadians account for 82% of charitable donations. At the same time, philanthropic research reveals individuals are three times more likely to include charity in their will when the issue is raised by a lawyer, accountant or an investment or financial advisor.
If you're interested in including charitable giving in your practice, but don't know where to start, our Professional Advisors eResource can take the guesswork out of asking the giving question.
The resource includes plenty of helpful 'how to' advice including:
