For Professional Advisors · Routing
The Foundation regularly partners with members of the professional advisor community: lawyers, estate planners, financial advisors, and accountants. Working with us can be a great way to help your clients set out the perfect philanthropic plan to impact charities, now and in the future.
NODE 01
Whether it is setting up an alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your client’s needs, including seamless processes for estate gifts and gifts of securities.
NODE 02
With our in-depth community knowledge, we can help your clients make a lasting impact and legacy, and be as effective as possible in their giving.
NODE 03
When you help families establish an advised fund with us, you and they can stay involved for the long term.
We would welcome the opportunity to provide neutral advice about a variety of giving options that meet your clients’ objectives and needs. Reach the Foundation at info@brantcf.ca or 519-756-2499.
Next step
Six fund types, from a $5,000 Unrestricted Named Fund to a $50,000 Donor Advised Fund.
Start a Fund