Advisor Resources

Why Community Foundations?

Unlike many charities, a community foundation allows donors to support:

  • Multiple Charities
  • Changing community priorities
  • Future Generations
  • Long-term investment growth
  • Local impact forever

Helping Your Clients

Create Lasting

Community Impact

Whether your clients are planning their estate, selling a business, creating a family legacy, or making a charitable gift, the Squamish Community Foundation can help you provide flexible, tax-effective giving solutions.

We work alongside professional advisors—not in place of them—to help clients achieve both their financial and philanthropic goals.

Our role is to make charitable giving simple, personalized, and meaningful.

Why Work with the Squamish Community Foundation

  • Create a lasting legacy in Squamish
  • Support the cause they care about
  • Establish a named endowment fund
  • Give now or through their estates
  • Receive maximum charitable tax advantages
  • Involve future generations in family philanthropy
  • Reposed to changing community needs over time

We Help With Charitable Gift Planning

  • Wills and Estates
  • Gifts of Security
  • Donor advised Funds
  • Endowment Funds
  • Bequests
  • Life Insurance
  • RRSP/RRIF Beneficiary Gifts
  • Memorial Funds

We are your Charitable

Giving Partner

Our Team Can:

  • Meet jointly with clients
  • Explain charitable giving options
  • Help establish new funds
  • Assist with legacy conversations
  • Coordinate with executors and families

Resources for Advisors

Download Our Professional Advisors Toolkit

Advisors Toolkit

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

Explore Community Giving Opportunities

Discover the funds and impact areas available through the Squamish Community Foundation.

Explore Our Funds