Every act of giving has the ability to create a lasting impact. By working closely with donors and their financial advisors, we help align philanthropic goals with the unique needs of our Muskoka communities. Whether your client wants to support a cause close to their heart, or maximize the benefits of their contribution, we can work together to develop a charitable giving strategy.
Whether your client is passionate about education, health care, the environment, or another cause, we ensure their contributions support the causes they care about most. Drawing on deep knowledge of local trends and a trusted network of charitable organizations, we identify opportunities for giving that will make a tangible difference in our communities.
Philanthropy should be as simple and accessible as it is meaningful. That’s why we offer flexible giving options, from establishing a fund today to planning future contributions. Your clients can direct their support to their favourite charities, specific causes, or broader community needs. Our team guides them through every step, tailoring the process to fit their level of involvement and recognition preferences.
We are committed to managing your clients’ gifts with professionalism, care, and transparency. By balancing investment risk and return, we ensure their contributions have maximum impact while keeping administrative costs low. Your clients can trust us to safeguard their legacy and amplify their generosity for years to come.
With an endowed gift, your clients can create a legacy that endures. The principal of their fund remains intact, allowing their contributions to generate ongoing support for the causes they care about most. This forward-thinking approach ensures they can address critical issues now and for future generations.
By incorporating philanthropy into tax and estate planning, you can help your clients create a meaningful legacy while strengthening your professional relationships. Together, we can ensure that their generosity has a lasting and positive impact in our Muskoka communities.
Charitable giving can help reduce taxes and protect wealth while supporting meaningful causes.
Advisors who discuss giving priorities demonstrate a deeper understanding of their clients’ values and goals, fostering trust and credibility.
Clients view advisors who incorporate philanthropy as more strategic and comprehensive in their approach.
Addressing charitable goals can build enduring relationships, especially with surviving spouses or family members.
As fundraising becomes more prevalent, advisors offer a neutral space for clients to consider their philanthropic options without pressure.
As a Community Foundation operating on the traditional lands of the Ojibway, the Chippewa, the Algonquin and the Odawa, and home to three sovereign nations – Wahta Mohawks First Nations, Moose Deer Point First Nation and the Moon River Métis – we cannot walk in a good way if we do not honour all our relations in our communities, and actively work to address the impacts of colonialism on Indigenous peoples on these lands, both past and present. Read More
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