Financial Advisors

We are proud to offer easy ways for professional advisors to work with The Dufferin Community Foundation to meet the philanthropic planning needs of clients. With 84% of Canadians contributing to charity on an annual basis, charitable giving is becoming an increasingly important part of your client’s overall financial plan.

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