Professional Advisors

Helping you help your clients reach their philanthropic goals.

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.

Giving back to the community has never been easier.

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

Both you and your clients will benefit by working with us:

  • We work with you and are happy to provide a complete range of services and options to your clients.
  • We understand where impact is needed and are experts on helping your clients direct their charitable giving or ensure their endeavours are accommodated.
  • We offer expert knowledge about our community, so we can help your clients be as effective as possible in their giving.
  • We 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.