Help for a donor’s advisor

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Helping you, help your client

Whether a donor is preparing for the future with a financial planner or estate planning with their lawyer, our team provides experienced assistance to the professional advisor. Our team is here to help your client make their investment in our community – today and tomorrow – smooth sailing.

Our goal is to make your work simpler and and create a cost-effective way to contribute to the community and create a lasting legacy.

For starters, we have a variety of sample clauses that can be used in the preparation of wills for estate planning.

Are you are looking to illustrate the benefits of different donation options (securities, life insurance etc.) to your client? Our parent organization, Community Foundations of Canada has some excellent additional information that illustrates your options, benefits and potential tax savings.

Here are some great general information sheets for your clients:




Your client doesn’t have to be a millionaire to be a philanthropist

If you a have a client keen on supporting a wide array of projects, we have a fund that is ideal. The Community Fund is an endowed fund made up of gifts of all sizes. Unrestricted gifts allow the Community Foundation to respond with the greatest flexibility to our community’s needs and changing priorities.

Here’s the great part: each year a dedicated and experienced Grant Selection Team works closely with local organizations and advisors to recommend grants that will have a lasting impact.

Alternately, for as little as $5,000, which can be pledged over 5 years, an endowed fund in your clients’ name can be created and custom-designed to support one or more charitable organizations now and forever.

As a an advisor you’ll appreciate the relative ease and flexibility of our funds when compared to alternatives such as a charitable foundation.

Whatever the charitable goals of your client, we are confident that there is a fund for everyone at Cambridge & North Dumfries Community Foundation. We are here to help you and your client make their difference. Please do not hesitate to contact us.

We were founded in 1998, and since then, we have provided grant making expertise, donor stewardship with attention to detail, and professional investment management for Funds established by individuals, families, businesses, charitable organizations, and associations.

Why the Cambridge & North Dumfries Community Foundation?

  • Flexibility
    Your client can establish a fund using a wide variety of assets, including cash, appreciated securities, and real estate. These assets can be given now, or later, as part of an estate plan.
  • Cost efficient
    Creating a fund with us is considerably less expensive than creating a private foundation. Your clients can take advantage of our effective management at an efficient price.
  • A private foundation without the hassle
    Your client may have an interest in establishing a private foundation, but do not want the hassle of the management and regulatory requirements that would be required. We can provide an alternative to a private foundation that allows your clients all the benefits, while leaving the back office requirements to us.
  • Local knowledge
    We know Cambridge and North Dumfries well, and we share with our fund holders our unique understanding of the power of philanthropy. We work with you to support your client and their families to establish and achieve their charitable goals with the biggest positive impact on them and their causes.
  • Brings philanthropy to life
    Our unique position as a centre for philanthropy in Cambridge and North Dumfries has allowed us to provide some truly innovative options for our fund holders. By connecting their philanthropic goals with specific community needs, some of our fund holders have helped to create remarkable ground-level programs that would never have existed without them. Your client has the flexibility to be as involved as they’d like.
  • Makes a difference in the lives of your clients
    By partnering with the CNDCF, you may be able to help your clients with effective benefits for their personal financial plans, bring their families together around philanthropy, and help them leave a meaningful legacy in our community.

When you help your clients and their families establish a fund with us, we can connect across generations to involve the whole family in philanthropy – now and for the future.