Philanthropy for your clients



With over 91% of Canadians (amounting to over $4.9 billion) making donations to various causes annually, charitable giving is becoming an increasingly important part of your clients’ overall financial and estate plan1.  


Taking a proactive approach that speaks to your clients’ values to include charitable interests, builds deeper and richer relationships that enhance client loyalty and strengthen the service provided to clients.

Pay Attention to Your Clients’ Values:


  • It’s good for your clients, it’s good for your business and it’s good for you
  • By expanding the menu of services offered to your clients, you broaden your areas of expertise and increase levels of client satisfaction
  • The potential for new referrals is enhanced


When Should You Raise the Subject of Charitable Giving?


Philanthropic discussions with your clients is a waiting opportunity for advisors. Studies have shown that donors welcome and appreciate advice or recommendations from their advisors on charitable giving.  It is most effective when you have ongoing conversations with your clients, but here are some ideal times to bring up the conversation:


  • Estate planning
  • Year-end tax planning
  • Writing or revising a will
  • Sale of a business or other major asset 
  • Retirement planning
  • At times of a financial windfall e.g. inheritance



1 Canadian Centre for Philanthropy