Why the Community Foundation?
How can the Community Foundation Help you Serve your Clients?
At the Community Foundation, we know giving and we know our communities. As a neutral partner dedicated to promoting charitable giving in the Peterborough area, we are a resource for you and your clients. We value relationships as much as you do, so we tailor giving options to meet your clients’ personal needs. And because we are experts at the ins and outs of charitable giving, you can offer this added value to clients, quickly and easily.
What We Offer
We can help your client to align their values, goals and vision with the community’s unique and local needs in order to make their gift as impactful as possible. Drawing on knowledge of current community trends and our network of charitable organizations, we can help identify opportunities and solutions that will make a difference in the causes that matter most to your client.
You can depend on the professionalism and expertise of the Community Foundation to provide sound financial and administrative management of your client’s gift. We manage investments to carefully balance risk and return, while keeping management and administrative costs to a minimum.
Simplicity and Flexibility
With a variety of ways to give, your client can establish a fund today, or plan to give in the future. They can choose to support their favourite charities, specific areas of interest, or create unique opportunities for community investment. Setting up a fund is simple, and the Community Foundation will help with every step, personalizing the experience to offer your client the levels of support, involvement and recognition they desire.
Your client can build a legacy through their giving. When their gift is endowed with the Foundation, the principal is never spent, so their fund will continue to have a positive impact in our community for generations to come. This long-term approach means your client can help address complex issues, making a meaningful difference now and in the future.
The Community Foundation can Work with you to Answer these Questions and Help your Clients Fulfill Their Charitable Goals.
- What are your client’s personal motivations for charitable giving?
- What are your client’s charitable interests in the community?
- What are your client’s priorities when focusing on a few areas that may have the greatest impact?
Here’s a brochure that will help you to discuss the process of setting up a charitable fund with your clients.
Jennifer DeBues |
Co- Executive Director