For Professional Advisors
At Children’s Health Foundation, we recognize the critical role financial and legal advisors can play in helping clients achieve their philanthropic goals.
By introducing strategic gift planning as a service to your clients, you can help them support the causes that matter most to them—now and well into the future—while maximizing their tax savings. The most appropriate type of gift for your client will depend on his or her personal circumstances.
Giving back to the community through Children’s Health Foundation is easy. Your clients can choose from a variety of giving options including a major gift, monthly giving or a legacy gift. In addition to cash, we accept gifts of securities, life insurance, retirement plan funds, personal and real property, and other assets.
What Do We Offer?
We offer expert knowledge in charitable giving. Whether it’s planning a major gift or legacy gift or establishing a fund, we can work with you and your clients to create plans to meet their unique needs.
We offer expert knowledge about the needs of children with disabilities and health challenges in Vancouver Island and Gulf Islands communities, so we can help your clients be as effective as possible in their giving.
We have created a series of fact sheets on a variety of giving vehicles, designed for you to share with your clients to make it easier to explain available options, including:
- A Gift in Your Will… A Bequest
- A Gift of Securities (shares, stock, mutual funds, etc.)
- A Gift of Life Insurance
- A Gift from Retirement Plans (RRSPs or RRIFs)
- Charitable Remainder Trusts
- Property & Other Gifts
For more information, please email Jessica Bell or phone 250-519-6721.