Your clients have a dream. For financial security. For wealth. For legal protection of their estates. They also have a dream for the kind of change they want to see in the world. For the kind of community that they want to leave for their children, grandchildren and future generations.
As a professional advisor, you hold an influential position in helping to make all these dreams come true. Through your expert lens, you often find ways to help clients do much more than they could have imagined.
Likewise, Dufferin Community Foundation can find highly meaningful ways to help your clients achieve their donor visions. We offer the flexibility to support local charities (many or just a few), specific causes or fields of interest (like the environment, arts or areas of greatest urgency) and even to set up their own Donor Advised Fund (DAF), an efficient and hassle-free alternative to setting up a private foundation.