For Trusted Wealth Advisors

What can Philanthropic.ca do for Trusted Wealth Advisors?

• Provide a value added service to your clients
• Bring expertise in charitable giving to your discussions with your clients
• Provide independent third party philanthropic services for your clients
• Bring credibility to your philanthropic advice with over 25 years expertise in government working with charitable organizations and over 5 years working with donors, foundations and charities

How can Philanthropic.ca help your clients?

• Help clients plan and organize their philanthropic giving as part of their overall financial and wealth planning
• Provide insight into charitable giving, community foundations, and donor advised funds or foundations based on the donors needs/goals
• Provide an opportunity for your clients to engage more directly with the charities of their choice
• Help your clients reduce risk and increase the impact of their philanthropic giving by:
  • Providing expert analysis of charities to ensure the right charity matches your client’s unique philanthropic goals
  • Provide accountability for the expenditure of your client’s gift to ensure the funds are spent as your client intended
  • Evaluate the impact of the client’s philanthropic giving annually
• Help clients with administrative assistance associated with their charitable giving as required