Helping Your Clients Achieve Their Charitable Goals

Your clients may have both personal and financial reasons to explore the idea of philanthropy. Whether a donor wants to give during or after their lifetime, planning a gift through The Guelph Community Foundation ensures that their donation will help improve the community in perpetuity.
 
By partnering with The Foundation, you may be able to help your clients achieve their philanthropic goals, create a legacy for the community, and gain tax efficiencies. We work closely with local investment, financial and legal professionals.


 
Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. The Guelph Community Foundation can work with you and your client to recommend the best charitable solution. Following are some typical scenarios:
 
year-end tax planning
Your client just earned a large bonus or received an inheritance and wants to give a portion back to the community, but has no time to decide on the most deserving charities. Recommend establishing a fund through The Guelph Community Foundation for an immediate tax deduction, and the ability to tailor and coordinate their giving to maximize results and minimize administrative headaches. Your client can then work with The Foundation to determine the charitable organizations that will benefit from their gift.
 
preserving an estate
Estate planning identifies significant taxes going to Canada Revenue Agency, but your client wants to direct dollars for local benefit. The Guelph Community Foundation can work with you and your client to reduce their taxable estate through a charitable bequest or other planned gift. Your client’s gift will create a legacy of caring in the community that stays true to their charitable intent forever.
 
establishing a private foundation
Your client is thinking about establishing a private foundation, but is looking for a simpler, more cost-efficient alternative. The Guelph Community Foundation can help you and your client analyze the pros and cons of creating a donor advised fund or a private foundation.
 
sale or disposition of highly appreciated stock
Your client has appreciated stock and wants to use a portion of the gains for charitable giving, but the identified charities are too small to accept direct stock gifts. Suggest establishing a fund at The Guelph Community Foundation with a gift of appreciated stock. Your client receives a tax deduction on the full market value, while avoiding the capital gains tax that would otherwise arise from sale of the stock. Your client can even be involved in recommending uses for the gift, including the organizations and programs they care about most.
 
sale of a business
Your client owns highly appreciated stock in a company that is about to be acquired. The Foundation can work with you to suggest several ways to structure a charitable gift (including the use of planned giving techniques) to help your client reduce capital gains tax and maximize impact to the community.
 
strategic giving
Your client is passionate about helping meet a specific community need and wants to make a meaningful gift. You and your client can work with our grantmaking experts to explore community needs and programs and then direct gift dollars to make the greatest impact.
 
substantial RRIF assets
Your client has substantial assets in retirement accounts and wants to leave their estate to family and some favourite causes. The Foundation can help you and your client evaluate the most beneficial asset distribution to minimize taxes, giving more to their heirs and preserving charitable intent.
 
sale of real estate
Your client is interested in 'downsizing' and simplifying life by selling some property. These transactions have tax ramifications that may be reduced with charitable giving.
 
marking a milestone
Whether your client is celebrating a corporate anniversary, a personal milestone (such as a retirement, significant birthday, graduation or birth) or marking the passing of a loved one, naming a fund at The Guelph Community Foundation can be a fitting way to remember a particular person or time in your life.

 
Book a Special Visit
We would be happy to come to your office and talk to you and your associates on how we can work together to support your clients. Contact us to discuss the arrangements.
Professional Advisors eResource - Community Foundations of Canada
A free on-line tool kit is available to you, compliments of Community Foundations of Canada. This tool kit offers advisors practical and flexible tools for charitable giving.