Estate planners, financial planners, and other professional advisors are often faced with the same challenge:
You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.
The Community Foundation of Lethbridge and Southwestern Alberta is a single, trusted vehicle your clients can use to address the issues they care about most, while also taking advantage of maximum tax benefits. We offer a variety of giving options - including the ability to set up a charitable fund in your client's name. It's just one way we can help you help your clients achieve their charitable goals.
Downloads & Links
OF LETHBRIDGE AND SOUTHWESTERN ALBERTA
COMMUNITY FOUNDATION
Giving Options for Clients
|
www.cflsa.ca
|
Updated December 2011
|
office@cflsa.ca 403*328*5297 404 8th St South
|