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PROFESSIONAL RESOURCES

Welcome to this special area of our website for allied professionals which we hope will be of valuable assistance to you and your clients. The tool kit which you will find at the Community Foundations of Canada site called “Professional Advisors e-Resource” is regularly updated with the most current tax and financial advice. We hope this Tool Kit and the two documents that you can access on our Muskoka Community Foundation site will help your clients in achieving their philanthropic goals.

You can download the form to be used in transferring gifts of Securities with a click as well as suggested wording for making a charitable bequest in your clients Will.

Please contact the Chair of the Muskoka Community Foundation to assist with confidential discussions to ensure that the Foundation can accept and administer your clients gifts in a manner to meet their goals.

Please click here to continue to the Community Foundations of Canada website to access the e-Resources

	Resource Downloads MCF Form for Gifts of Stock Agency Endowment Funds Charitable Remainder Trust Life Insurance Real Estate Scholarship Unrestricted Funds Sample Will Clauses