CONTACT US
1180 105 12 Avenue SE T2G 1A1
Calgary, AB
Laily Pirbhai
VP Donor Engagement
Phone: 403-802-7718
Email: lpirbhai@calgaryfoundation.org
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Advisors

photo credit: Amy Dryer painting

Established in 1955, the Calgary Foundation is a philanthropic leader in the community.  By partnering with professional advisors, our aim is to guide strategic charitable investments that allow your clients to fulfill their social capital goals.

 

In collaboration with the Calgary Foundation you will:

  • Provide direction for your clients looking to create a family legacy
  • Offer a more comprehensive service to your clients
  • Have greater insight to your clients’ passions
  • Have the opportunity to be a part of the impact your clients are fostering

 

In collaboration with the Calgary Foundation your clients will:

  • Gain extensive knowledge of the nonprofit community
  • Have increased opportunities for donor education and involvement
  • Have access to family philanthropy consulting and administrative resources
  • Receive tremendous tax benefits

 

Resources

Comparing 3 approaches to giving – a breakdown of the differences between Community Foundation Advised Funds, Commercial Donor Advised funds and Private Foundations.

Learn about the types of Funds and Gifts available to your client.

Review the foundation’s Cost Recovery and our Investment Overview.

Work with your clients to explore multi-generational giving through Family Philanthropy.

Access a Professional Advisors e-resource available through the Community Foundations of Canada to help get you started.

Reference any of our suggested readings that outline the value of planned giving.

 

Newsletter

Sign up to receive our Advice to Advisors newsletter.  This resource provides timely information on philanthropy and charitable giving. Ideal for professionals working in financial planning, insurance, estate and tax accounting, wills and estates law, investment planning and wealth management fields.