Advisor FAQs

How do I get my clients started?

Contact us at 204-944-9474 (toll-free 1-877-974-3631) or email to discuss gift options that fit your clients’ charitable interests and financial situation or set up a meeting with your client.

If you are looking to facilitate a gift of securities, download our Gift of Securities form.

Can my clients’ families be involved in their charitable giving through The Winnipeg Foundation?

The Foundation strongly encourages family philanthropy. We can help you create a philanthropic plan to meet your clients’ priorities and preference with no obligation to establish an endowment fund at The Foundation. There is no fee for this service. For more information, contact us at 204-944-9474 (toll-free 1-877-974-3631) or email.

How are community foundations different from commercial gift funds (such as the TD Waterhouse Private Giving Foundation, RBC DS Charitable Gift Program, etc.)?

As a community foundation, The Winnipeg Foundation has local, professional staff that can assist with philanthropic planning with community knowledge and connections to provide on-going support for giving to the community during the lifetime of the fund. When the time comes, long-term administration of the Donor Advised Fund is done locally by the Board of Directors drawn from leaders in the community. We also offer a wide variety of giving options beyond Donor Advised Funds for people to have as much or as little involvement as they wish in the granting process. For more details, read Comparing Three Approaches to Giving [PDF].

What are the differences between a establishing a fund at The Winnipeg Foundation and creating a private foundation?

The Winnipeg Foundation has services and staff in place to handle all the administrative requirements for a fund. Establishing a fund with us is simple and more cost-effective than establishing a private foundation, where the ongoing administration is typically costly and time-consuming. Your client gets to focus on deciding where funding goes in the community. For more details, read Comparing Three Approaches to Giving [PDF].

About future gifts

How can The Winnipeg Foundation fit into my clients’ estate plans?

The Foundation has sample will wording and can create custom wording in collaboration with you for your client. The Foundation is happy to assist with generosity planning for many types of future gifts, including gifts in wills, insurance, and registered retirement accounts (RRIFs, RRSPs, TFSAs). We have the expertise to assist with all aspects of charitable giving, incorporating lifetime and estate giving and including multi-generational families. For more information, see Legacy Gifts [link].

My clients are considering a bequest to The Winnipeg Foundation, but want the flexibility to change the intention of their gift, if they need to in the future. Is there a way for them to make the gift now?

Yes, we can work with you and your client to document their intentions for a gift in their will in a way that allows them to work through the details of how their gift will be used once it is received and make changes to those specifics without reopening their will. Contact us at 204-944-9474 (toll-free 1-877-974-3631) or email.

Do I or my client need to contact The Winnipeg Foundation when establishing a gift in a Will?

We highly encourage you to contact us to ensure that we can use all gifts as intended. Your clients’ identity can remain anonymous when confirming intentions. All such inquiries are kept confidential. Contact us at 204-944-9474 (toll-free 1-877-974-3631) or email.

Can The Winnipeg Foundation serve as an executor of a donor’s estate, or a trustee of charitable remainder trusts or an annuity?

No. Foundation policy does not allow us to act as an executor or trustee. We can work with you and your clients to document how a future gift will be used. We recommend donors appoint a qualified and capable organization or individual to administer their estate or serve as a trustee. In the case of an annuity, we would recommend working with an insurance company.

About The Winnipeg Foundation

How does The Winnipeg Foundation invest the assets of a charitable fund?

We work with several investment managers to direct our pooled consolidated trust fund. The investment objectives for this fund are to protect the purchasing power of contributed capital through capital appreciation and provide an income return to fund charitable activities. For more details, read our Report on Investment Results [PDF].

What are The Winnipeg Foundation’s fees?

The Foundation’s administrative fees are the same regardless of the type of fund a donor establishes. For more information, see our Fee Policy [PDF]. Additional fees may apply to certain flow-through gifts and gifts made through The Winnipeg Foundation USA. Contact us at 204-944-9474 (toll-free 1-877-974-3631) or email for more information.

Does The Winnipeg Foundation offer services to professional advisors?

We can help you with your research questions, sample language for estate plans and fund agreements, and create a charitable giving plan to meet your clients’ needs. We can also make tailored presentations on family philanthropy and giving strategies, and if requested, would be pleased to personally meet with you and your clients.

How would you like to start?

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