Estate & Financial Planning, Planned Giving

Professional Advisors e-Resource
The professional advisor plays a singularly important role in helping the client create and realize a personal philanthropic vision. 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].

Responsible Investing
If you're like many long-term investors you may be taking a second look at your investment portfolio. Does your investment strategy mirror your values and goals for your community?
If not, you may want to learn more about Responsible Investing (RI). Interest in RI is growing as funders consider ways to have an even greater impact on the issues that matter most to their communities.  Community Foundations of Canada launched www.responsible-investment.ca the first phase of a new website devoted to sharing its growing collection of RI resources with foundations and other funders.