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:

Receive personalized service: We work closely with you and your clients to develop a giving approach that matches their personal interests and tax planning needs. We can help integrate charitable giving within estate and financial plans, establish Donor Advised or other funds named for your clients, facilitate anonymous giving, and assist with even the most complex gift instruments.

Gain local grantmaking expertise: Our staff and volunteers monitor all areas of community need – including social services, education, the environment, health care, youth, seniors and the arts. We can help your clients learn more about local organizations and programs that make a difference in the areas they care about most

Support community leadership: Because community foundations support all kinds of charities, we are well positioned to bring people and organizations together, convening diverse voices to address local issues and opportunities. Our business is building community.