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