Many of the gifts received by the Jewish Community Foundation of Calgary are a direct result of an estate-planning professional’s influence.
We recognize the importance of creating and maintaining ongoing relationships with professional advisors.
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. We know that developing a charitable plan that takes into account your client’s financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
Many members of our local professional community see their promotion of philanthropy as one of the more meaningful aspects of their practice. The JCFC can be your philanthropic partner and a resource in helping fulfill your client’s financial and charitable goals.
The role we play is up to you. You know your clients best. It’s our goal to enhance your ability to serve your clients, to add value to the relationship you have already built with them, and to help you help them meet their philanthropic goals.