Making Giving Easy
We are here to help provide you and your clients with resources and advice about charitable giving.
Many lawyers, accountants, financial planners and professional advisors partner with the Campbell River Community Foundation to equip themselves with the tools and knowledge to fulfil their clients charitable wishes.
The Campbell River Community Foundation brings donors to the table as community builders, working to align a donor’s philanthropic vision with the community’s needs. As a professional advisor, you can help your clients create and realize their personal philanthropic vision. With knowledge of community issues, experienced granting and flexible giving options, the Community Foundation can provide you with the resources you need to help better serve your clients.
Use Our New Legacy Planner
The Legacy Planner is a free booklet developed for use by anyone who seeks to plan their Legacy. Whether you are supporting estate planning, succession planning, or planning the transfer of wealth, the Legacy Planner will ensure no stone is left unturned. We hope that by making the Legacy Planner available for use in our community, Professional Advisors have an extensive tool to provide, for free, to their clients to help ask the many questions required in the planning process. Making it easier for you to ask questions, for clients to consider their wishes, and for legacies to be established.
As a professional advisor, by collaborating with the Campbell River Community Foundation you will:
- Provide direction for your clients looking to create a family legacy
- Offer a more comprehensive service to your clients
- Have greater insight to your clients’ passions
- Have the opportunity to be a part of the impact your clients are fostering
- Gain extensive knowledge of the non-profit community
- Have increased opportunities for donor education and involvement
- Have access to family philanthropy consulting and administrative resources
- Receive tremendous tax benefits
View the following resources, compiled by Community Foundations of Canada, of which we are a proud member, for Professional Advisors like you.
Charitable Registration number: 870435161 RR 0001
Please contact us if you are interested in:
Meeting to discuss a client’s specific interests
Receiving ongoing updates about the Campbell River Community Foundation
Booking an information session for you and your staff
