Tools and Resources

Vancouver Foundation

Ways to Give

Types of assets your clients can give

Giving Options

The types of endowment funds we offer

Our Investment Profile

Review our asset mix and distribution rate

Comparing Approaches to Giving

Read about the benefits of giving through Vancouver Foundation.

Legacy Funds

A way to ensure your charitable legacy is honoured forever.

 

Fees

Review our competitive fees

Sample Will Clauses

Use these sample Will clauses as a guide you in making a gift through a Will

Success Stories

Stories of successful grants and engaged donors

 

Other Useful Tools

 
Professional Advisors e-Resource

This toolkit provides information and tools to help you in your work with clients, and learn more about community foundations

Family Philanthropy Workbook

Use this workbook as a guide for answering questions that are common to family giving experiences.

 

Information Sheets for Advisors

These materials have been prepared by Community Foundations of Canada to assist Professional Advisors in talking with their clients about charitable giving.

Flexible charitable vehicle. Effective financial solutions.

The benefits of a community foundation from the perspective of a Professional Advisor.

Giving Advice on Charitable Giving

Professional advisors and community foundations working together for clients and community.

Listening For Charitable Opportunities

Helping your clients achieve their personal goals

Multiple Benefits of Charitable Giving

From a Professional Advisor's perspective.

Are you a BMO Advisor?

Read about our unique partnership between Canadian community foundations and BMO.

Articles of Interest

These materials are here to assist Professional Advisors in talking with their clients about charitable giving.

The evolution of giving: from charity to philanthropy

A survey of baby boomers by the BMO Retirement Institute
BMO Retirement Institute Report, November 2009

Point of View: Year End Update on the BC Economy 2009
An Ipsos Reid survey on the economy, personal finances and spending
Ipsos Reid, November 2009

 
 

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My Philanthropy

My Philanthropy is our secure, online service that makes it easier for donors to give back to their community.

[Activate your account or view a demo of the service]

Are you a BMO Advisor?

Read about our unique partnership between Canadian community foundations and BMO.

Professional Advisors