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We’re a trusted resource for charitable giving.

Many clients want their professional advisors to help them plan charitable giving. Nanaimo Foundation can support you and your clients at every step in the charitable giving process.

We can help you:
  • Identify your clients’ charitable giving interests and motivations.
  • Match personal charitable interests with tax planning needs.
  • Create and implement charitable plans that are integrated into major business, personal, and financial decisions.
  • Facilitate complex forms of giving such as stock transfers.
  • Provide information on community needs — and on the local agencies and programs that make a difference in the areas your clients care about most.
  • Deliver grantmaking expertise and a range of administrative services related to charitable giving.
Tools and resources for professional advisors.

Our community foundation is here to support you. If you’re looking for more resources on charitable giving, the Community Foundations of Canada offers a comprehensive Professional Advisors eResource centre with information and tools on:

  • Talking About Charitable Giving
  • Tools for Professional Advisors
  • Six Gift Options for Canadian Donors
  • How Nanaimo Foundation Can Help
Connect your clients with causes that matter.
We can help.
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