As a professional advisor, whether you are a lawyer, accountant, financial planner, or insurance agent, you have an unique opportunity to provide information about charitable giving as a valued service to clients. Ultimately, this service could have a tremendous impact on the local community, in particular health care. Funds received by Hamilton Health Sciences Foundation now and in the future are critical to the sustainability and improvement of research, equipment and patient care.
One way you can assist your clients to maximize their personal benefits is by initiating an open discussion on planned giving. Asking the question “Are there any charitable or community needs you would like to consider?” is a great way to explore your clients interests.
The Gift Planning Services Committee is a leading group of professional advisors that provide charitable gift planning options that may be shared with donors. Acting as ambassadors for the organization, members are encouraged to actively position the foundation as charity of choice among clients and colleagues.
The staff at Hamilton Health Sciences Foundation would be pleased to work with you and your client to ensure their philanthropic wishes become a reality. As a professional advisor in the community, we consider you a vital partner in charitable giving.
Advisors sharing their story and inspiration behind charitable giving:
To learn more, please contact our legacy giving program.
Senior Legacy Giving Officer
905-521-2100 ext. 44600