Advise Your Clients
CNCF works with many financial professionals across the country helping them to guide their clients’ philanthropic goals.
CNCF has a unique relationship with its advisors and their clients, giving plenty of options.
Options for your clients include the ability to retain the trusted relationship they have with you. As well, unlike other public foundation options, we do not have a cap on the amount a donor can distribute in a year.
This means that the gifts get to the charities when the donor wants to grant them or assets can continue to grow to be given out over time.
CNCF's Giving Funds (donor advised funds) allow your client to:
- Make a donation for an immediate receipt and then take some time to grant their gifts to their favourite ministries and causes.
- Establish a fund during their lifetime to receive assets while they live and/or at their death. The accumulation of growing capital can then create a secure income stream for a charity or a significant gift.
- Opportunities to manage the investments within a donor-advised fund – Your client may choose to have you manage their Giving Fund on CNCF’s behalf, assuming a minimum balance of $50,000.
- Beneficiary services on registered accounts and life insurance policies to ensure proceeds are granted to chosen charities when the payout is made at death.
Incorporating charitable giving into your practice builds client trust, attracts new clients, and enhances the meaning of your work.
