Edmonton Community Foundation understands the myriad of demands facing you and your practice every day. Your professional integrity demands that you provide your clients with the excellent service they have come to expect and trust – whatever their questions may be.
When your clients ask for help about charitable giving, you can easily add value to your client service – by letting the Foundation’s professionals help you. Conversations about charitable gifts are commonplace for us; helping donors make choices right for them is our business. Helping you help your clients is part of our business – giving you the time to focus on your areas of expertise.
With years of experience in developing gifting plans that support donors’ priorities, we can turn the stress of gifting inquiries into straightforward and appreciated client service.
Because we build bridges between donors’ dreams and charitable causes in Edmonton, across the globe and everywhere in between, we have first-hand knowledge of the organizations that will answer your client’s wishes. The Foundation has no vested interest in any one charitable cause. We support all sectors including social and community services, the arts, health and wellness, the environment, recreation and education (including scholarships). With this knowledge of, and access to, charities around the globe, we can focus on your client’s wishes.
When you use our knowledge as a key professional resource, you save valuable time and can have confidence in the service offered to your client.
Community Foundations of Canada has recently launched a new service that will be of interest to all professional advisors. You can visit this resource here.
With just a phone call from you, we will help your clients determine a plan that supports causes important to them. We undertake any required research, including searches, and record your client’s wishes so they are complete, clear and accurate.
As well, the Foundation regularly conducts professional development sessions on charitable matters. From luncheon speakers to workshop facilitators, we’ll share our expertise with interested individuals or professional groups.
Together, we will offer your clients excellent, efficient and effective service.
For More Information
Edmonton Community Foundation
Phone: (780) 426-0015