For Professional Advisors
By partnering with the Community Foundation for Kingston & Area, professional advisors like you can help your clients fulfill their unique charitable goals. We work with you and your clients to set up their own named charitable fund – a permanent investment that benefits the community year after year and creates a personal or family legacy.
Donors can choose from establishing a permanent endowment fund, where only the fund’s income is granted out so the fund keeps on giving in perpetuity, or our new ‘enhanced spending’ option – which will draw down the capital of your fund over time; so it won’t last forever, but it will grant more money out each year. Of course, your clients have the option of remaining anonymous if they wish.
We’re Here to Help
Working with the Foundation your clients have the flexibility to shape their own charitable giving to reflect their personal goals and desires; now or through a bequest gift. Whether they want to address an urgent need in the community, memorialize a loved one, or help out a charity with a specific project, we have a giving option to help them make an impact and improve the lives of others in the community in a way that is meaningful to them.
And we make setting up a charitable fund as simple and convenient as possible. That’s why we offer a variety of different fund types including Donor Advised Funds and Field of Interest Funds. New funds can be set up quickly, in as little as a day, with a commitment of achieving the required fund minimum within five years ($10,000 or $25,000 depending on the fund type). Please contact us to learn more.
Many individuals and families choose to work with the Community Foundation as an alternative to setting up a private foundation because of our connections to the community, and simply because it’s easier administratively. It’s like having their own family foundation, but without all the expense and book-keeping. Families can then focus on the most fulfilling part – giving.
The Foundation is also pleased to deliver an e-Resource for Professional Advisors made available through Community Foundations of Canada, of which we are a proud member. The Professional Advisors e-Resource offers a range of information and tools to help you in your work with your clients.
As a professional advisor, you can help your clients create and realize their personal philanthropic vision. With our knowledge of local community issues and organizations, granting experience, and flexible giving options, we can provide you with the resources you need to help better serve your clients.
Please contact us if you’d like to:
- meet to discuss a client’s specific interests
- receive an information package
- receive ongoing updates about the Community Foundation for Kingston & Area and the work we do (including our annual Vital Signs® community report)
- book an information session for you or your staff
Contact Tina Bailey, Executive Director, at firstname.lastname@example.org or 613.546.9696 to explore how we can assist you in serving your clients.