Engaging Family

Why incorporate philanthropy into your practice? 

  • Your clients are looking to you for direction.  
            Canadians are seeking ways to give back to their community through strategic, meaningful philanthropy.  

  • You will provide more comprehensive service 
            By discussing charitable giving with your clients, you are providing a wider spectrum of wealth management solutions.

  • You can determine your clients’ passions.  
            By talking to your clients about charitable giving, you obtain a better understanding of their values, principles and dreams.  

  • Charitable giving strategies have tremendous tax benefits.  
            The income tax system is designed to recognize Canadians’ charitable donations. 

  • You have the power to make a difference.  
            You have the power to direct and influence your clients’ thinking about charitable giving. Self-directed giving can be a more             efficient method of contributing to the general welfare of the country than paying tax dollars.

The Workbook for Family Philanthropy

The Calgary Foundation recognizes that a deliberate approach to engaging next-generation family members is more likely to ensure the continuity of a family's philanthropic goals.  These excerpts from the Workbook for Family Philanthropy will help involve, inspire and assist you in helping clients in the philanthropy planning process.

  • Worksheet #3 - Who is Family
  • Worksheet #5 - Investment
  • Worksheet #8 - Focus and Interest Areas 

Download the full Workbook for Family Philanthropy.