The Professional Advisors eResource: a toolkit for helping clients achieve their philanthropic goals, is designed to provide professional advisors with a sampling of planning ideas for consideration in the context of effective estate, tax and financial planning – with particular reference to partnering with a Community Foundation such as the CVCF. The Professional Advisors eResource is the property of Community Foundations of Canada and is used with permission.
The Canadian Association of Gift Planners hosts a number of thought-provoking discussions about the history, business and future of charity and philanthropy. Their website also has an insightful guide you might find helpful.
Family Philanthropy Guidebook, produced by the Winnipeg Foundation is a useful aide for your clients interested in engaging the their family in their legacy planning.