Professional Advisors

We partner with professional advisors like you to help your clients meet their financial and philanthropic goals while maximizing tax benefits, simplifying the giving experience, and creating an impact in the community.

Here is our Guide for Professional Advisors. It explains the benefits of working with the Ottawa Community Foundation and how we can partner with you and your clients as your philanthropic advisor.

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.