ADVISORS
WBCF partners with lawyers, financial planners, accountants, and others to share our collective knowledge, tools, and connections to assist clients and build a better community.
Endowment funds are the best way for your clients to build their lasting legacy. There are also excellent tax benefits that come with making gifts a part of your client’s estate and financial plans.
Clients don’t need to gift millions of dollars to create a fund. An endowment fund can be established with as little as $10,000. Each year, we grant a portion of the fund (currently 4%) to support the charitable projects, organizations, and causes your client has identified. This means that the fund will continue to grow and give in perpetuity.
Professional advisors partner with Us for many reasons:
The gifting process is easy and straightforward for your client. We have a gifting process that is concise, transparent, and able to meet your client’s needs and wishes. There has never been an easier way for people to start building their lasting legacy.
We are your community advisor, helping connect your client’s generosity with the charities and causes that matter most to them. This will save you time so you can focus on your areas of expertise.
You are partnering with a well-connected community champion that will strengthen your clients’ connection and engagement in Fort McMurray Wood Buffalo. They will know their generosity is making the greatest impact possible.
We build solid relationships based on trust and provide your clients with excellent service.
Client’s confidentiality is held to the highest standard. Click here to read our privacy policy.
Your client’s wishes are recorded clearly, completely, and accurately within the comprehensive fund agreement. They will be confident that their legacy will be managed according to their wishes.
If you have questions about how we can help your client, please contact:
Gaylene Weidlich, Executive Director at 780-598-2050 or office@wbcfoundation.ca.
