Helping you, help your clients reach their philanthropic goals.

For high-net-worth clients, there are few sources as trusted as financial advisors for information on charitable giving. Educating your clients about investment options and tax benefits is important, but when the conversation shifts to your client’s charitable aspirations, you are truly strengthening your relationship and giving them a voice in their philanthropic legacy.

Innisfil Community Foundation wants to support you in these conversations. Whether your clients live here year-round, or visit our community as a summer getaway, we’re sure that Innisfil holds a special place in their hearts. We want to work with you to make the Innisfil Community Foundation a part of your client’s philanthropic legacy.

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Tools for Professional Advisors

This helpful resource gives Professional Advisors like you the tools you need to have meaningful conversations about your clients’ legacy.