You and Your Client

By partnering with the Abbotsford Community Foundation, professional advisors of many kinds--financial planners, lawyers, accountants, and others--can help their clients fulfill their financial, family and charitable goals.

Here are just a few of the ways Abbotsford Community 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 client's 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 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.

  • You can help make a difference in the lives of your clients.  By partnering with us, 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.