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Helping you help your clients reach their philanthropic goals

Helping your clients realize their philanthropic goals and ideas provides an opportunity for Professional Advisors to do what you do best: identify creative solutions that help your clients solve problems and achieve specific objectives. By partnering with the Victoria Foundation, you may be able to help your clients reduce their taxes, increase their beneficiary’s inheritance, create a legacy for the community and teach their children about philanthropy.

Giving back to the community through the Victoria Foundation is easy. Your clients can choose from a variety of giving options to best suit their philanthropic and financial goals. We will take care of the paperwork, 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 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 a less costly alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your clients’ particular needs.
  • We offer expert knowledge 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 a Donor-Advised Fund with us, you and they can stay involved for generations.
  • We help your clients donate a variety of assets, including cash, publicly listed securities, and real estate. These can be assets they give now, or later as part of their estate plans.

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Professional Advisors Resources

Information and materials for your clients
  • Victoria Foundation Policies our Board of Directors is committed to ensuring the establishment and periodic updating of policies to provide the framework for the management and operation of the foundation.
  • Donation Form for Gifts of Securities: send a copy to your client’s broker and to the Victoria Foundation. We will look after the rest.
  • Private Foundation vs. Donor Advised Fund: A donor advised fund is an alternative to setting up a private or family foundation. View this document to help determine the best approach for your client.
  • Victoria Foundation Annual Financial Highlights and Fund Listing: this annual report outlines assets under management, investment returns, amount granted and a list of our funds.
  • Victoria Foundation Fund Descriptions: we host a variety of fund types to suit your client’s specific needs including Donor Advised, Donor Advised, Donor Designated, Discretionary and more.
  • Legacy Giving and Wills: Wills are one of the easiest and most popular ways to support charitable organizations. They result in a donation receipt which can be used to offset your client’s taxes payable on the death of the donor.
  • Community Action Funds: Whether your client’s passion is to support the arts, health-related programs, the environment, gender or racial equity or one of the many other cause areas that impact the wellbeing of our community, one of these ten funds can provide your client with confidence that their donation will be put to the highest and best use.
Canadian Association of Gift Planners

The Canadian Association of Gift Planners (CAGP) is a national association that inspires and educates the people involved in strategic charitable gift planning. It advocates for a beneficial tax and legislative environment that strengthens philanthropic giving and creates a networking environment with like-minded professionals and experts. A national, non-profit organization established in 1993, CAGP is the only Canadian professional association that brings together charitable fundraisers and professional advisors. With many educational offerings at both national and local levels, government relations initiatives and a focused monitoring of regulatory changes and trends, CAGP is the go-to place for charitable gift planning.

Visit their blog for resources and explore their Guide for Professional Advisors.

Community Foundations of Canada Toolkit

Community Foundations of Canada (CFC) offers numerous resources to help you help your clients achieve their philanthropic goals. These resources include a comprehensive professional advisors’ e-resource centre from Community Foundations of Canada. This e-resource offers information and tools on topics such as:

  • Talking About Charitable Giving
  • Tools for Professional Advisors
  • Six Gift Options for Canadian Donors
  • How Community Foundations Can Help
Friends of Community Foundations of Canada

The Friends of Community Foundations of Canada (FOCFC) is one way American donors can make a gift in support of the Victoria Foundation (or any fund or initiative). Donations from American individuals and corporations to FOCFC will be eligible for tax receipts that can be used for American tax filings with the IRS. FOCFC is only permitted to make grants to members of Community Foundations of Canada.

View their Fact Sheet: Donations from U.S. Donors for more information.

Canadian Donor’s Guide

The latest edition of the Canadian Donor’s Guide is now available online. Not only are there thousands of charities listed in this annual directory, including the Victoria Foundation, but readers will also find several informative articles about making tax-effective charitable gifts, volunteering and the future of philanthropy.

Imagine Canada Standards Program

The Victoria Foundation was one of 17 organizations in Canada that received Imagine Canada Standards Accreditation in the pilot phase in 2012. We earned the “trustmark” of approval for our business practices in responsible self-governance, budget transparency and ethical fundraising. In the years since, we have continued to receive re-accreditation as a result of our ongoing compliance of the standards for membership.