Professional Advisors

Are you working with clients who are looking to diversify their financial plans? Our customized program is designed to meet the needs of local professional advisors.

With 84% of Canadians contributing to charity each year, charitable planning can help you deliver tax-sensitive, unique and new options to clients who are looking to diversify their financial plans.

Working with us, advisors have access to support tools, resources and services that introduce giving options and help to effectively communicate the wide-ranging benefits of charitable donations.

Sweeping changes are affecting the world of philanthropy. We understand that more people want to be personally involved with local charitable giving. We recognize that potential donors are an increasingly diverse group. Looking ahead, we foresee the intergenerational transfer of wealth will soon drive change and additional funds into the charitable sector.

We collaborate with Burlington donors to build endowments, give grants to charities and connect leadership–individuals, public and private organizations–to address community needs.

Contact Colleen Mulholland, Executive Director at cmulholland@burlingtonfoundation.org or 905 639 0744 x222 to learn more about how the Foundation can help.