CFLSA

Philanthropy for your Clients

The Community Foundation of Lethbridge and Southwestern Alberta offers a range of flexible options to assist people in giving back to their community.

This section of the website provides an introduction to working with clients and the Community Foundation of Lethbridge and Southwestern Alberta. Staff is available at any time to expand on the resources presented here, to research charitable giving options, and to tailor an individual plan for your clients.

When an endowment plan comes together it is very rewarding for both the clients and their professional advisor. Exploring the options for charitable giving to meet the interests and financial capacity of clients and families can enhance your professional reputation and provide the personal satisfaction of contributing to the community.

Taking an active approach to charitable giving with clients can build deeper, richer client relationships, enhance client loyalty, and strengthen service.

Whether a donor wants to give during or after their lifetime, planning a gift through the Community Foundation of Lethbridge and Southwestern Alberta ensures that their donation will remain intact and continue supporting the client's values forever.

By partnering with the Community Foundation of Lethbridge and Southwestern Alberta, clients may be able to reduce their taxes, increase their current income, increase their heirs' inheritance, create a legacy for the community, and teach their children about philanthropy.

Professional advisors can help their clients fulfill their financial and charitable goals by developing a flexible plan with the Community Foundation of Lethbridge and Southwestern Alberta. The Community Foundation has the experience to assist you and your clients find the most efficient and effective ways to donate and achieve their dreams.