| "Parents should leave children enough money so they would feel they could do anything but not so much that they could do nothing." | |
Stay informed as an advisor |
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Board of Directors
Ron Regnier, Chair
Pat Downs, Secretary
Bernd Manz, Treasurer
Owen Lewis, Past Chair
Keith Curtis, Ambassador
Rep.
Roger Arcand
Brent Bibby
Don Blonke
Pat Cyr
Darwin Eckstrom
Shaminder Minhas
Sharon Nelson
Brent Oilund
Leonard Scharbach
Rick Willey
Shane Zeyha | |
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Demonstrating Corporate Citizenship in our Community
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Kay McVey Smith & Carlstrom
Dr. James Lipon Dentistry
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| Professional Advisors, Partners In Philanthropy |
Greetings!
One of the simplest and most important things you can do to help your clients enjoy the benefits of charitable giving is to ask them the giving question:
"Are there any charitable or community needs you would like to consider?"
Why raise charitable giving at all?
Your clients are increasing their knowledge about options and expecting you, their advisor, to help them create innovative, comprehensive financial plans that take care of their families and friends, minimize taxes and reflect their values. Confronted with the task of transferring assets from one generation to another, people are increasingly choosing to integrate charitable giving into their planning to realize personal as well as financial benefits.
- Charitable giving can generate significant tax benefits in both annual and estate tax situations - your client may not be aware of this opportunity.
- The ability to provide for a charitable gift often produces a deep sense of fulfillment and satisfaction - your client may be very grateful to your for not only asking the giving question, but also helping him/her satisfy their philanthropic desire.
- Your client may think that his/her resources are not sufficient to consider charitable giving. You can show your client a variety of creative ways to make a gift that is compatible with his/her personal and financial circumstances.
- You'd be surprised at how many clients are searching for a way to give back to society, memorialize a loved one, or simply do good.
- You live and work in this community too. This is an opportunity not only to serve your client, but also to help your community thrive.
With the new Community Foundations of Canada Professional Advisor E-Resource site we hope to assist you in adding charitable planning to your practice - or enhance what you already do - with practical online tools and resources designed for you and your clients. |
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Passing It On: With over $1 trillion to be Transferred Over Next 20 years - Will Inheritance Expectations Meet Reality?
It's been estimated in Canada that Boomers stand to inherit approximately $1 trillion over the next twenty years. According to new research from the BMO Retirement Institute, despite recent economic turmoil, Canadians' expectations of the massive transfer of wealth to Boomers have not dampened. Regardless of this positive outlook on future inheritances, the study also reveals that most families have not adequately addressed all the challenges associated with the biggest wealth transfer in history.
Read more about this at the following link:
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We appreciate your role in helping make our donors dreams come true. Please do not hesitate to contact me if we can offer assistance in any way.
Sincerely,
 Tracey Vavrek Executive Director Community Foundation of Greater Grande Prairie
Ph: 780.538.2820 Fax: 780.532.0672
"I expect to pass through life but once. If, therefore, there be any kindness I can show, or any good thing I can do to any fellow being, let me do it now and not defer or neglect it, as I shall not pass this way again." - William Penn | |
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