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Tools and Resources
As you assist your clients with their charitable giving decisions, please consult the following materials to help you build your client relationships and give them the best possible advice for their philanthropic goals.
- Sample Will Clauses - Helpful clauses for client Wills
- Donation Calculator - Help your clients make the most of their charitable giving
- Ways to Give - Types of assets your clients can give
- Your Clients' Donation - How your clients' donation works
- Investment Overview - Our asset mixes and distribution rates
- Gift of Securities Form - Initiate a securities transfer to Vancouver Foundation
- Comparing Approaches to Giving - The benefits of giving through Vancouver Foundation
- Legacy Funds - Ensure your charitable legacy is honoured forever
- Fees - Our current cost recovery fees
- Giving Guide - Learn how to partner with Vancouver Foundation for philanthropy
“Through Vancouver Foundation, my clients are able to support charities in a very personal and meaningful way. And taking an active approach towards philanthropy with my clients has helped me build deeper, richer relationships as well as enhanced loyalty.”
– Doug Leard, Senior Wealth Advisor, Assante Wealth Management