WELCOME TO THE PROFESSIONAL ADVISORS CENTRE
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Durham Community Foundation offers advice and tools to help you as estate planning advisors, to enhance and personalize the service you provide to your clients. Whatever your clients’ charitable objectives may be, Durham Community Foundation is an appropriate vehicle by which to attain them. Following are some advantages that might be of particular interest to your clients:
- Several charitable organizations or causes can be provided for with a single gift.
- The donor can specify a cause without having to name a particular organization
- During the donor’s lifetime, he/she can alter the charitable purposes of the gift.
- The donor can rest assured that the fund will be professionally managed even if the designated beneficiary may not have financial expertise.
- The donor can be confident that after his/her lifetime, his/her specified cause or organization will be appropriately varied if it ceases to be viable or to serve a useful purpose.
- The donor can rest assured that the fund will remain intact in perpetuity.
- The donor can remain anonymous.
PROFESSIONAL ADVISORS eRESOURCE
To access a range of information and tools to help you in your work with clients, and to learn more about community foundations, click on the icon below.
BMO FINANCIAL GROUP ADVISORS
Helping Canadians use their charitable giving to build more vital communities is at the heart of a unique alliance between BMO Financial Group and Canada’s community foundations. The alliance, the first of its kind in Canada, led to the creation of two programs that make it easy for BMO clients to create their own charitable fund at a participating community foundation such as Durham Community Foundation. :If you are a wealth consultant or financial/investment advisor with BMO Financial Group, provide that value added service to your clients through the following:
•BMO Harris Private Banking’s Supporting Your Community
•BMO Nesbitt Burns’ Charitable Giving Program