Add charitable planning to your practice – or enhance what you already do – with practical online tools and resources designed for you and your clients.
The Dufferin Community Foundation can help you build a stronger relationship with your client and make a difference in your community at the same time.
Referring a community foundation to your client as the recipient of their charitable giving allows you to unbiasedly recommend charity without recommending a specific charity.
Financial Advisor Resource links
For additional client benefits and guidelines, visit our Professional Advisors eResource