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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.

“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