However, according to research conducted by the Canadian Association of Gift Planners (CAGP), 90% of advisors feel they’ve discussed philanthropy with their clients, but only 13% of Canadians feel they’ve had a fulfilling conversation about philanthropy with their advisors.
The Foundation is here to help. We can provide resources and assist with conversations around philanthropic planning, all while reinforcing the relationship between advisor and client.
If you would like to learn more about how we can help you support your clients through building a philanthropic plan, please reach out.
Oxford Community Foundation has the knowledge to enable you to meet your clients’ charitable needs. Whether it’s creating a Philanthropic Family Fund, designating and supporting specific charities every year, or general guidance on targeting their charitable giving to meet the community’s most pressing concerns, we can help.
We are also a great partner for tax planning. Whether it’s a sudden liquidity event from the sale of a business or managing capital gains obligations and protecting family assets through strategic gifts of securities or life insurance.
Please contact Michael Salem, Executive Director, at michael@oxfordcf.ca or 226-667-6404
Oxford's Community Foundation 