Some of the ways CFPEI can help professional advisors and add value to what they are able to offer their clients include:
- The Foundation has knowledge and expertise on charitable giving, and what engaging in charitable giving or social-minded investments can do to enhance the lives of both the donor and the community.
- The Foundation has a long-standing interest in communities and in understanding the needs and concerns of communities; the Foundation may be able to direct a donor's interest to a particular cause of need.
- The Foundation has the capacity from an investment perspective to deal with a wide variety of assets, including cash, appreciated securities, and real estate. These can be assets that prospective donors may use as part of their charitable givings strategy either now or later as part of their estate plans.
- The Foundation - through funds such as a Donor Advised Fund can help donors connect across family generations. A family named Donor Advised Fund carries forward, and future generations of the family can remain involved with the fund and its legacy.
In summary, whether it's setting up an alternative to a private foundation or putting together a complicated estate plan, the Foundation can 'customize' giving plans to address your clients' particular needs. Your clients can choose from a variety of giving options to best suit their philanthropic and financial goals.
CFPEI sees itself as an ideal partner to work with professional advisors; you remain in control of your working relationship with your client, and the Foundation is able to offer a range endowment fund options, delivered in a 'user-friendly but professional manner. And for a client, starting a fund at the CFPEI is both far less expensive, and easier, than starting a private foundation.
Professional Advisors Toolkit
Find out more about optimizing your client's philanthropic goals by visiting our national website, the Community Foundations of Canada at http://www.cfc-fcc.ca/pa-eresource/
Special Services Provided
Professional Administration and Management of Funds: the investment Committee, Investment Committee, and Found staff ensure maximum profitability.
Complete Administration Support: (Fund management, tax receipts for reporting, etc.)
Donor Relations and Stewardship: our approach is to response to donor needs and we are set up to handle complex philanthropic approaches such as gifts as appreciated securities, life insurance, bequests from estates, etc.
Marketing and Public Relations: the Foundation can provide ongoing promotion and visibility of Funds as part of the Foundation's ongoing marketing and public relations activities.
Low Cost Fund Management: placing a fund with the Foundation can save an organization thousands of dollars a year in bookkeeping, investment management fees, and staff time
