Are you finding your clients feeling more philanthropic? Are they wondering how they can have a positive impact on their community or want to leave a legacy. Do they have a cause they want to support or are they seeking to minimize their taxes by giving back to their community? We are here to be your partner in being a part of the giving heart of Coquitlam. This site contains resources and advice about charitable giving you can utilize.
Whatever the reason your clients have for wanting to be part of the giving heart of Coquitlam the Foundation is here to help your clients achieve their philanthropic goals while maximizing their financial and tax saving wishes.
We have done the work for you and gathered a collection of resources to make them available for you to offer to your clients.
- Advisors & Client Relations
- Advisor FAQs
- Giving Options for your Clients
- Planned Giving with your Clients
- Estate and Bequest Administration
- Who to contact
- Bequest Language
- Create a Fund
There are a number of resources that may be of you to and your clients.