This short video demonstrates the four easy steps to help you introduce charitable giving and help your clients make an impact in their communities.

 

 

This toolkit, developed by Community Foundations of Canada, provides a full range of information and tools to help you in your work with clients, and to learn more about community foundations.

 

This booklet is a guide for those considering establishing a private foundation. Read it here.

Advisors

Introducing Giving

You don't have to be an expert on charitable gift planning to raise the topic with your clients. This section provides information that can help introduce the opportunity for the benefit of your clients and the community.

Why Work with HCF?

Learn the four key advantages that professional advisors say they have found in working with HCF.

Creating a Fund at HCF

This section outlines the simple process to working with your client once they have decided to work with HCF.

Types of Funds

Hamilton Community Foundation provides tremendous flexibility tailored to a donor's specific means and charitable desires. This section explains the types of funds offered and lists the existing funds currently managed.

Ways to Give

Find out the many types of gifts you can donate to the community through HCF.

Other HCF Services

Learn more about some of the specialized services HCF can offer to you and your client, including serving as successor to a private foundation; assistance to trustees of wills, transfer of trusts and help for charities that are closing.

Links of Interest to Professional Advisors

Explore these additional resources for advisors seeking to counsel clients on charitable giving.