Professional Advisors
The Brant Community Foundation regularly partners with members of the professional advisor community. Working with us can be a great way to help your clients set out the perfect philanthropic plan to impact charities, now and in the future.
We would welcome the opportunity to provide neutral advice about a variety of giving options that meet your clients’ objectives and needs, including seamless processes for estate gifts and gifts of securities. With our in-depth community knowledge, we can help your clients make a lasting impact and legacy.
Our team partners with professional advisors of all kinds – lawyers, estate planners, financial advisors, accountants – to help turn client intentions into community impact, through planned giving, estate planning, and setting philanthropic goals. We can work with you to create a tailor made solution that meets their needs.
Consider the following:
- We are experts on charitable giving. Whether it’s setting up an alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your client’s needs.
- We are experts about our community. We can help your clients be as effective as possible in their giving.
- We help you connect across generations. When you help families establish an advised fund with us, you and they can stay involved for generations.
- We help your clients donate a variety of assets, including cash, appreciated securities, and real estate. These can be assets they give now or later, as part of their estate plans.
- As a public charity, we offer maximum tax benefits. Starting a fund at a community foundation is significantly less expensive and easier than starting and operating a private foundation.
- Donors are able to specify one specific charity that they would like to support in perpetuity, or 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 may be part of the grant-making decision process.
- 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 be confident that after his/her lifetime, the specified cause or organization will only be varied if it ceases to be viable or to serve a useful purpose.
- The donor can rest assured that the fund will remain intact in perpetuity.
- The donor can remain anonymous.
Resources
As a professional advisor, you can help your clients create and realize their personal philanthropic vision. We respect the desire you may have to stay in control of your client relationships, so we’ve put together a series of resources to help you and your clients determine if partnering with BCF is the best path forward. And, if it is, let’s chat!
We are able to offer advice and tools to help you, as professional advisors and estate planning advisors, to enhance and personalize the service you provide to your clients. Community foundations believe that as a professional advisor, you play an important role in providing opportunities for your clients to achieve their charitable wishes. The Brant Community Foundation looks forward to working with you in support of your clients’ goals.
The Professional Advisors E-Resource, produced by Community Foundations of Canada, is a valuable resource for advisors, clients and donors alike. Click here for the Professional Advisors E-Resource.
Will Power has created a legacy calculator that allows you to quickly and easily see the impact of leaving a percentage of your estate to a charity in your will. Try out Will Power’s legacy calculator.