Advisor Resources

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The power of giving in estate planning

Whether your client is updating their will, planning for retirement, or making a significant charitable gift, your client looks to you for guidance when it comes to taking care of the most important areas of their life – their family, their business, and their legacy.

We work collaboratively with your team to deliver charitable solutions that align with your client’s overall financial, tax, and estate planning objectives. Together, we can help your clients create meaningful legacies that benefit both the people they care about, and the community they love.

Let’s Work Together 

Our Team Can:

  • Meet jointly with clients
  • Explain tax-efficient, flexible charitable giving strategies
  • Help establish new funds
  • Assist with legacy conversations
  • Coordinate with executors and families

eResources to Support Your Work with Clients

Professional Advisors Toolkit
Canadian Charitable Gift Matrix
Sample Bequest Wording
Types of Funds
Existing Funds

Giving Options

There is no one-size-fits-all approach to charitable giving. The Squamish Community Foundation offers a range of cash and non-cash giving options to help your clients achieve their philanthropic and financial goals, whether they choose to give during their lifetime or through their estate. Clients can choose to support an existing Endowed Fund that aligns with the causes they care about, or establish their own named Endowed Fund to create a personalized charitable legacy.

Download our Advisor Tool kit to learn more about giving options and download the Canadian Charitable Gift Matrix or contact us at: info@squamishfoundation.com

  • Cash
  • Bequests
  • Gifts of Security
  • Life Insurance
  • RRSP/RRIF Beneficiary Gifts
  • Memorial Funds
  • Real Estate

Community Impact

Every endowed gift creates lasting community impact. Investment income generated from endowed funds is distributed each year through grants to local charities, non-profits, and scholarship, ensuring your clients’ generosity continues to support Squamish for generations to come.

Our Established Funds Currently Support:

  • Health, Social Development and Housing
  • Environment and Sustainability
  • Music and Performing Arts
  • Seniors
  • Indigenous initiatives
  • Scholarships
  • Youth programming
  • Community wellbeing
  • Urgent and emerging community needs
  • Sports and recreation

These are just some of the community priorities currently supported through existing Funds. Clients may establish a new named endowed Fund to support a different community priority that reflects their values, family, business, or community interests

Book a Confidential Conversation

Ready to Help Your Client Create Their Legacy?

Whether your client wants to establish a family fund, include a gift in their will, donate appreciated securities, or support the community they love, we’re here to help

Contact Us: info@squamishfoundation.com or 604.848.8683