Professional Advisors

Are you looking for:

  • An easy, flexible high-impact alternative to establishing a private foundation for your client?
  • A way to deepen your relationship with your client?
  • Streamlined philanthropy where your client can support many causes from one source with all administrative details taken care of?
  • Consolidated tax receipting?
  • Analysis on the latest legislative developments that you can pass on to your clients?

The Ottawa Community Foundation is:

  • A one-stop shop for all your clients’ charitable needs now and after their lifetimes.
  • A resource to help you solidify the trusted advisor role you have with your client.
  • A source of deep local knowledge to connect your clients with the cause or charity(ies) of their choice.

You can rest assured that:

  • Your clients may alter the charitable purposes of the gift during their lifetime.
  • The fund will be professionally managed. For funds with a value of $2M or more, you or your firm are candidates to manage the fund.
  • The causes your clients care about will be relevant even if organizations doing that work today cease to exist in the future.
  • If desired, the fund can be active in perpetuity thereby creating an ongoing legacy for your clients.
  • Your clients may remain anonymous.
  • We can work with families interested in intergenerational giving.