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How Can I Recommend Charity Without Recommending a Charity ?

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How can I

recommend

charity without

recommending a charity?

Talk to your clients about giving through their local community foundation

Adapted by CFC

It's a delicate dilemma. 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.

Fortunately, there's a simple solution. It's the Lethbridge Community Foundation. A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while taking advantage of maximum tax benefits under federal law. 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.