PROFESSIONAL ADVISOR RESOURCES

CHARITABLE DONATIONS SECURITIES TRANSFER FORM

A printable form for securities transfers to Saskatoon Community Foundation.

GIVING SECURITIES: GOOD FOR THE COMMUNITY - GOOD FOR YOU!

MEANINGFUL PLANNING

Certified Financial Planner Jay Stark outlines an easy way to lower your final tax bill while making generosity and philanthropy a part of your estate.

TOP 10 REASONS FOR DISCUSSING PHILANTHROPY

In 2014 a study was jointly commissioned by the Canadian Association of Gift Planners, Giv3 Foundation, the Philanthropic Foundations of Canada and BMO. It was called “The Philanthropic Conversation” a story of understanding financial advisors’ approaches and high net worth individuals’ perspectives. Conducted by IPSOS, the study found a number of important reasons to integrate philanthropy into your practise.

HOW TO START THE DISCUSSION

One of the simplest and most important things you can do to help your clients enjoy the benefits of charitable giving is to ask them the giving question:

“Is there a cause you care deeply for or a community need you would like to have an impact on?

LISTENING FOR CHARITABLE OPPORTUNITIES

Philanthropy is a very personal decision. A professional advisor can help clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions.

TEN REASONS PEOPLE CHOOSE COMMUNITY FOUNDATIONS

Is giving through Saskatoon Community Foundation right for your clients?

ASK AN ADVISOR

Is giving through Saskatoon Community Foundation right for your clients?