For Professional Advisors
Lawyers, financial planners, accountants, notaries…
Did you know?
Research shows that only 7% of Canadians would leave money to charity in their will in the absence of a specific discussion around charitable giving. However, the figure rises to 27% – more than a three-fold increase – if the issue is raised with them, perhaps when drawing up a will or financial plan.
In a 2019 survey of Sunshine Coast residents, more than 22% had included a gift to one or more charities in their wills and another 16% planned to do so. 27% had not given it any thought. Of those planning to include a gift, the largest cohort (22%) are younger than 35 years. The largest cohort of those intending to leave a gift to charity (18%) earn more than $85,000 annually.
There is clearly a significant opportunity to assist your clients to give back to their community. Add charitable planning to your practice – or enhance what you already do – with practical online tools and resources designed for you and your clients.
With more than 80 years of charitable experience, community foundations can help you build a stronger relationship with your clients and make a difference in your community at the same time.