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How The Foundation Can Help Advisors & Clients

The Lethbridge Community Foundation provides the expertise, flexibility and solid reputation to assist professional advisors with the realization of their client's charitable goals.

The Lethbridge Community Foundation has over 40 years of experience of working with estate planners, attorneys, accountants, financial planers and others to help donors fulfill their financial and charitable goals.

The Lethbridge Community Foundation provides advisors and their clients with a range of services:

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Knowledge of community

The Foundation continually expands its knowledge of the community and is uniquely positioned to help people be as effective as possible in their giving.

Knowledge of charitable giving

The Lethbridge Community Foundation continually builds its expertise in charitable giving and is assisted by the resources of a national network of community foundations.
We work with donors and their advisors to design giving plans suited to desired charitable and financial goals. Once a plan is in place, we can take care of the paperwork, financial reporting, asset management and grant making.

Flexibility and peace of mind for donors

The following are some advantages to using the Community Foundation that will be of particular interest to your clients:

Several charitable organizations or causes can be provided for with a single gift.
The donor can specify a cause without having to name a particular organization.
During the donor's lifetime, he/she can alter the charitable purposes of the gift.
The donor can rest assured that the fund will be professionally managed even if the designated beneficiary may not have financial expertise.
The donor can be confident that after his/her lifetime, his/her specified cause or organization will be appropriately varied if it ceases to be viable or to serve a useful purpose.
The donor can be rest assured that the fund will remain intact in perpetuity.
The donor can remain anonymous.