How We Work With Advisors

Your expertise, our giving knowledge

When your clients are ready to give back, the details matter. The right structure, the right fund, the right guidance — these make the difference between a gift that works as intended and one that falls short of your client’s vision. That’s where we come in. 

Our professional investment strategies and administrative framework mean your clients’ gifts are managed with the same rigour they’d expect from any trusted financial institution, alongside the community knowledge and personal support that only a community foundation can offer.

Our areas of expertise include:

• Philanthropic planning
• Flexible giving options, including the ability to make one gift that can support multiple charities
• A wide range of gift vehicles, including US gifts
• Fee structures designed to maximize the impact of every gift

As a community foundation, we offer something commercial donor-advised funds and private foundations typically can’t: deep local expertise, trusted relationships across Winnipeg’s charitable sector, and a genuine understanding of where community need is greatest. Our flexible fund structures mean one gift can support multiple charities, and our team provides the personal, ongoing stewardship that ensures your clients’ generosity is always working as intended.

That means you can support your clients’ philanthropic goals with confidence, knowing their generosity is informed by local knowledge and directed toward the greatest needs and opportunities our community has to offer.

Find the right fit for your client

We would be happy to provide support (at no cost) in the following areas:

For clients who want structured, long-term giving

Create a fund to respond to emerging opportunities, support a specific cause or favourite charity. We also support donor-advised funds or student awards. Many donors choose these options as an alternative to setting up a private family foundation.

For clients planning a legacy

Explore flexible giving options such as gifts in will (bequests) as well as other giving vehicles; registered funds (RRSP, RRIF, TFSA), and life insurance.  One gift can support multiple charities.

For clients with appreciated securities

Take advantage of the many ways to give, including cash, credit card, wire transfer, and USD funds. We also accept gifts of securities for clients who want to maximize giving and reduce taxable income. (*Private securities require internal approval)

We are mobile and would be honoured to meet with you and your clients to participate in developing a charitable giving plan.