Giving Options For Clients




Estate planners, financial planners, and other professional advisors are often faced with the same challenge:

You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.

The Lethbridge Community Foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while also taking advantage of maximum tax benefits. We offer a variety of giving options - including the ability to set up a charitable fund in your client's name. It's just one way we can help you help your clients achieve their charitable goals.

downloads & links

charitable funds
pdf / online

philanthropic planning
pdf / online

types of funds
online

Search the LCF site
Updated September 2009

www.lethbridgecommunityfoundation.ca
403.328.5297    office@lethbridgecommunityfoundation.ca    404 8th St South