Information for Professional Advisors

The Richmond Community Foundation has information available for financial planners, accountants, will and estate planners, and fund management professionals who may be looking to place clients in an advantageous program that addresses their philanthropic goals. We invite you to contact the Richmond Community Foundation directly (604-270-4483) and ask for a copy of our Professional Advisor’s Handbook. This package outlines the history and governance of the Richmond Community Foundation, and contains information on asset management, types of endowment funds, how to give, tax benefits, recognition, and naming opportunities for your client. You can also access the Community Foundations of Canada Professional Advisor’s e-Resource.