Endowments and Your Client

Last Updated (Tuesday, 17 March 2009 21:08) Written by Administrator Tuesday, 18 November 2008 16:15

By partnering with Edmonton Community Foundation (ECF) when your clients request information about charitable giving, you add value to your service.

Discussing Charitable Giving with Your Client

At the Foundation, we invest every hour, every day on the complex world of charitable giving – ensuring our donors make the right choices of charities, maximizing their tax benefits, balancing their current and future personal needs and interests, and more. Our years of matching donor wishes with community needs have earned us an exemplary reputation for our knowledge, commitment and expertise. Donors trust our advice and charities welcome our support.

Tap into our specialized knowledge when your clients ask for advice and help in determining options for their charitable giving.

With one call to the Foundation, you can direct your client to our considerable resources, ensuring their peace of mind and easing your work load.

Why Professional Advisors Partner with the Foundation

We can help you help your client with any charitable giving wishes or questions.

ECF will:

• make the gifting process easy and straightforward for your client,
• save you time so you can focus on your areas of expertise,
• offer our expertise about charities world-wide, and the needs and opportunities within our community,
• use our in-depth skills and experience to give your client excellent service,
• maintain confidentiality, and
• ensure your client’s wishes are recorded clearly, completely and accurately.

For More Information

Contact:

Kathy Hawkesworth
Edmonton Community Foundation
Phone: (780) 426-0015
E-mail: khawkesworth@ecfoundation.org