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.