Most of us care about our homes, our communities, the places we have lived, played, worked, and raised a family. Many of us want to find a way to give back to these places. As a professional advisor you can assist your client on this philanthropic journey.
Make a difference in the lives of your clients and your community.
By partnering with Shuswap Community Foundation, you may be able to help your clients increase their heirs’ inheritance, leave a legacy in the community, as well as teach their children about philanthropy.
Maximum tax benefits.
Starting a fund at a community foundation is significantly less expensive, and easier, than starting a private foundation.