Whether you’re a lawyer, financial advisor, accountant or life insurance professional, partnering with Waterloo Region Community Foundation (WRCF) can be a great way to help your clients set out the perfect philanthropic plan. We would welcome the opportunity to provide neutral advice about a variety of giving options that meet your clients’ objectives and needs, including seamless processes for estate gifts and gifts of securities. With our in-depth community knowledge, we can help your clients make a lasting impact and legacy.

As a professional advisor, you can help your clients create and realize their personal philanthropic vision. We respect the desire you may have to stay in control of your client relationships so we’ve put together a series of resources to help you and your clients determine if partnering with WRCF is the best path forward. And, if it is, let’s chat!

• WRCF Charitable Registration Number – 132170994 RR 0001

• Types of Funds

• Comparative Pool Returns (pdf)

• Annual Investment Income Allocation Strategy (pdf)

• Gift of Securities form (pdf)

• Sample Will Clauses

• Ways to Give

• Publications

• Professional Advisors eResource (these resources have been developed by Community Foundations of Canada to help advisors as they work with their clients to meet their philanthropic goals)