InFocus: Philanthropy

Private foundations versus donor-advised funds

Since private foundations and donor-advised funds basically do the same thing it shouldn’t make that much of a difference which one your client chooses, right?

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With the vast majority of Canadians contributing to charities each year, philanthropy presents an array of opportunities as well as challenges for professional advisors. According to recent Ipsos Canada research  wealthy Canadians are looking to their financial advisors to play a role in helping and advising them about their charitable giving. This series of 10 articles explores various topics around philanthropy as well as providing insight and resources to help you enhance your philanthropic conversations with clients. Follow these links for more information: e-resources for professional advisorscontinuing education in philanthropy, and starting a foundation.