As a professional advisor, whether you are an estate lawyer, financial planner, or accountant part of your conversation with your clients will be about their charitable plans in their estate.
If you have a client who wants to know more about supporting local projects and programs in Abbotsford, working with the Abbotsford Community Foundation may be the right match for your client. For resources specifically for Professional Advisors visit Community Foundation’s of Canada’s e-resource page.
Wendy Neufeld, Executive Director of the Abbotsford Community Foundation would be happy to speak at your firm regarding planned giving and how we might fit into the planning you do with clients.
Please contact Wendy at firstname.lastname@example.org.