Is giving through the Community Foundation of Lethbridge and Southwestern Alberta right for your clients?
Seven questions
for estate and
financial advisors.
Adapted by CFC
© 2002 COF & CFA
1. Do I have clients who care deeply about their community?
2. Do they give to more than one charitable cause?
3. Are they interested in creating a personal or family legacy in their community?
4. Are they considering the creation of a private foundation, but are concerned about cost and administrative complexity?
5. Would they like to stay personally involved in the use of their gift dollars?
6. Do they want to receive maximum tax benefit for their charitable contributions under federal law?
7. Do they place a priority on sound financial management of their contributions?
OF LETHBRIDGE AND SOUTHWESTERN ALBERTA
COMMUNITY FOUNDATION
Downloads & Links
Professional Advisors: Giving Advice on Charitable Giving
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www.cflsa.ca
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Updated December 2011
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office@cflsa.ca 403*328*5297 404 8th St South
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