Resources for Professional Advisors

By partnering with Muskoka Community Foundation, professional advisors like you – accountants, lawyers, life insurance agents, financial planners and others – can assist your clients in fulfilling their financial, family, and philanthropic goals. We can help you connect your clients to the causes they care about. When your clients give through their community foundation, they: […]

How Our Funds Are Managed

Our Endowment Funds are deposited with the Toronto Foundation for investment and management. Responsibility for managing the Toronto Foundation’s investment portfolio is vested in their Board of Directors with the guidance of the Investment Committee. Toronto Foundation’s investment strategy aims to generate an investment return which: Achieves granting requirements, Preserves the purchasing power of the […]

Additional Resources

Community Foundations of Canada’s Professional Advisors eResource has everything you need to help your clients achieve their philanthropic goals, including: Guidance on how to introduce and talk comfortably about charitable giving Information on donor benefits Ways to determine the best charitable gift options