Professional Advisors

By partnering with the Central Okanagan Foundation, you can help your clients reduce their taxes, increase their heirs’ inheritance, create a legacy for the community, and teach their children about philanthropy.

Your clients can choose from a variety of giving options to best suit their needs and goals. We’ll take care of all the paperwork. We can also give counsel on strategic giving and connect them with charitable organizations making a difference in our community.

Here’s how both you and your clients will benefit from working with us:

  • We understand where impact is needed and can help your clients direct their charitable giving.
  • We can help your clients donate a variety of assets, including cash, publicly listed securities, or life insurance policies.  These can be assets they give now, or later as part of their estate plans.
  • Our fees are very reasonable.