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

 

Professional Advisors e-Resource: A toolkit for helping clients achieve their philanthropic goals

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.

Advisors

Why Work with HCF?

This is what professional advisors have told us about why they like to work with us

1. Professional Support

Hamilton Community Foundation's professional staff has extensive experience in developing creative gifting plans that maximize benefits to the donor and the community. Our staff can assist you to develop and implement a philanthropic strategy that meets your client's needs, objectives and personal situation.

2. Client Service

The philanthropic services, reliable information and charitable giving expertise available through Hamilton Community Foundation enable professional advisors to provide an enhanced level of client service.

3. Facilitation of Local Philanthropy

Hamilton Community Foundation's services and expertise enable professional advisors not only to help their clients realize personal, financial and philanthropic goals but also to facilitate an improved quality of life in our community. Once the "Giving Question" is raised and clients are made aware of the special services and expertise, Hamilton Community Foundation can take on the responsibility of discussing particular fields of interest, support for specific charities or more general approaches to community support with them.

4. Time Factor

Hamilton Community Foundation's services can save the professional advisor a lot of time. When a client is interested in pursuing the possibility of a charitable gift, we can provide information either directly to the client or to the advisor on all aspects of charitable giving — the variety of ways to make a gift, including tax benefits and other considerations; information about community needs, priorities and opportunities for giving, as well as insight into the organizations and programs that serve our community, including their strengths, history of service, charitable status, etc. And, if an advisor needs information about a particular charitable beneficiary, we can often provide the answer immediately.