The Victoria Foundation has a number of resources to assist professional advisors when discussing charitable giving with their clients. 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.
Asking the Giving Question
Professional Advisors are in a unique position. Find out more about when and how to initiate that discussion. more
Life Stages of Giving
People make different choices depending on their stage of life. Identify your client's unique situation and the various ways they can best embark in philanthropy. more