The Niagara Community Foundation works closely with professional advisors who play a singularly important role in helping clients create and realize a personal philanthropic vision. We are happy to meet with you and your client to assist with this process. The meeting does not direct your client to the foundation but helps them clarify their short-term and estate charitable giving dreams.
We also offer free professional development sessions to local firms with up-to-date material on current charitable issues. This material is useful in your estate planning work with your clients.
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. It's a link to terrific resources developed by Community Foundations of Canada, that you can utilize in your work with your clients.