Where to Start

Professional Advisors, for many years, have played an important role in the success of Shuswap Community Foundation. These advisors - wills & estate lawyers, bankers, trust officers, financial planners, accountants and life insurance professionals - all serve as our partners in improving our community. As a Professional Advisor you assist in advancing philanthropy and encouraging charitable giving across British Columbia.

By working with the Foundation, professional advisors — such as estate planners, attorneys, accountants, and others — can help their clients fulfill their financial and charitable goals.

Here are a number of ways Shuswap Community Foundation can assist:

Community expertise

The Shuswap Community Foundation offers grass roots knowledge and advice that can help your clients be as effective as possible in their giving.

Connect across generations

When you help families establish an advised fund with the Shuswap Community Foundation, you and the family can stay involved for generations.

Donate a variety of assets

Your clients can give to Shuswap Community Foundation using a variety of assets, including cash, appreciated securities, and real estate. These assets can be given now or later, as part of an estate plan.

As a professional advisor, you help your clients create and realize a personal philanthropic vision. With knowledge of community issues, experienced granting, and flexible giving options, we can provide you with the resources you need to help better serve your clients.

Contact us if you’d like to:

• meet to discuss a client’s specific interests
• receive an information package
• receive ongoing updates about Shuswap Community Foundation
• book an information session for your staff