There are numerous advantages for your client to consider establishing an endowment fund with Canada's second oldest community foundation, the Victoria Foundation.

By partnering with the Victoria Foundation, you may be able to help your clients increase their current income, increase their heirs' inheritance, create a legacy for the community, and teach their children about philanthropy. We work together with professional advisors of many kinds—estate planners, attorneys, accountants, and others - to help their clients fulfill their financial and charitable goals.

Here are just a few of the ways the Victoria Foundation does this:

• We work as your partner. You stay in control of your client relationships—we’re here to help you provide a full range of services to your clients.
• We are experts on charitable giving. Whether it’s setting up an alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your clients’ particular needs.
• We are experts about our community, so we can help your clients be as effective as possible in their giving.
• We help you connect across generations. When you help families establish an Donor Advised Fund with us, you and they can stay involved for generations.
• We help your clients donate a variety of assets, including cash, appreciated securities, and real estate. These can be assets they give now or later as part of their estate plans.

Giving back to the community through the Victoria Foundation is easy. Your clients can choose from a variety of giving options to best suit their philanthropic and financial goals. We will take care of the paperwork, give counsel on strategic giving and connect them with charitable organizations making a difference.

Don't forget that starting a fund at the Victoria Foundation is significantly less expensive—and easier—than starting a private foundation.