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Does The Winnipeg Foundation offer services to professional advisors?

April 26, 2017advisors foundation Offer professional Services winnipeg

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Does The Winnipeg Foundation offer services to professional advisors?

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The Winnipeg Foundation works closely with all types of professional advisors, including lawyers, accountants and financial planners. We can help you design a charitable giving plan that is customized to meet your clients’ needs. We offer assistance with your research questions, sample language for estate plans and fund agreements. We can also make tailored presentations for you and your colleagues on giving strategies, and if requested, we are able to personally meet with you and your clients.