Thursday, June 17th, 2021
- Help your client create a permanent legacy by establishing a Named Fund.
- Your client can support the local projects and causes they’re passionate about.
- Donations can be made during your client’s lifetime — enabling them to see the results of their generosity (and benefit from tax credits now).
- Alternatively, your clients can donate through their will or by a distribution from their Family Trust. Gifting by will and from a trust may create or add to existing endowments.
Thursday, June 3rd, 2021
- Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact.