How We Help You

How we can help you

We want to be your partner in philanthropy.

By partnering with the Stratford Perth Community Foundation, professional advisors like you – accountants, lawyers, life insurance agents, financial planners and others – can help your clients fulfill their financial, family, and charitable goals.

We were founded in 2004, and since then, we have provided professional investment management, donor administration, and grantmaking expertise for charitable funds established by individuals, families, businesses, charitable organizations, and associations. We currently administer over $5 million in philanthropic endowed assets.

Helping you help your clients

Your clients may have both personal and financial reasons to explore the idea of philanthropy. Whether a donor wants to give during or after their lifetime, planning a gift through the Stratford Perth Community Foundation ensures that their donation will help improve the community in perpetuity.

By partnering with our Foundation, you may be able to help your clients achieve their philanthropic goals, create a legacy for the community and gain tax efficiencies. We work closely with local investment, financial and legal professionals.

Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. The Stratford Perth Community Foundation can work with you and your client to recommend the best charitable solution. The following are some typical scenarios:

Year-end Tax Planning
Your client just earned a large bonus or received an inheritance  and wants to give back to the community, but has no time to decide on the most deserving charities. You could recommend establishing a fund at the Community Foundation for an immediate tax deduction and the Foundation can tailor and coordinate your client’s giving to maximize results and minimize administrative headaches. Your client can work with the Community Foundation to determine the charitable organizations that will benefit from their gift.

Preserving an Estate
Estate planning identifies significant taxes going to Canada Revenue Agency, but your client wants to direct dollars for local benefit. The Foundation can work with you and your client to reduce their taxable estate through a charitable bequest or other planned gifts. Your client’s gift will create a legacy of caring in the community that stays true to their charitable intent forever.

Establishing a Private Foundation
Your client is thinking about establishing a private foundation, but is looking for a simpler, more cost-efficient alternative. The Community Foundation can help you and your client analyze the pros and cons of creating a donor advised fund or a private foundation. Check out more about creating a new fund.

Sale or Disposition of Highly Appreciated Stock
Your client has appreciated stock and wants to use a portion of the gains for charitable giving, but the identified charities are too small to accept direct stock gifts. Suggest establishing a fund at the Community Foundation with a gift of their appreciated stock. Your client receives a tax deduction for the full market value, while avoiding the capital gains tax that would otherwise arise from sale of the stock. Your client can even be involved in recommending uses for the gift, including the organizations and programs they care about most.

Sale of a Business
Your client owns highly appreciated stock in a company that is about to be acquired. The Community Foundation can work with you to suggest several ways to structure a charitable gift (including the use of planned giving techniques) to help your client reduce capital gains tax and maximize impact to the community.

Strategic Giving
Your client is passionate about helping meet a specific community need and wants to make a meaningful gift. You and your client can work with one of our professional team members to explore community needs and programs and then direct gift dollars to make the greatest impact.

Sale of Real Estate
Your client is interested in ‘downsizing’ and simplifying life by selling some property. These transactions have tax ramifications that may be reduced with charitable giving.

Marking a Milestone
Whether your client is celebrating a wedding, corporate anniversary, a personal milestone (such as a retirement, significant birthday, graduation or birth) or marking the passing of a loved one, naming a fund at the Community Foundation can be a fitting way to remember a particular person or time in your life.

Lets start the conversation
We would be happy to come to your office and talk to you and your associates about how we can work together to support your clients. Contact our office at 519-271-1503 today.

Philanthropic Toolkit

We want you to be ready to discuss philanthropy with your clients.

Life Stages of Giving

As your clients move through life, their financial circumstances change. This is also true of the ways they choose to support their favourite charities and non-profit organizations

Guide to Speaking with Your Advisor

Once you make the decision to leave a gift to the Stratford Perth Community Foundation in your Will, speak to your financial advisor about how you can best take advantage of Canada’s generous incentives. To help, we’ve assembled this handy guide to navigating the conversation.

Donation of Securities Form

To donate securities, your broker/investment advisor can help you complete this form.