How long will my foundation last?
A valuable tool in offering value.
- Easy-to-use Calculator to assess the lifetime of your client’s foundation
- Enter values specific to their giving plans
- Set a rate of return
- Generate timelines with exact opening and closing balances
- Create client handouts profiling scenarios.
For both you and your client, knowing how long their foundation will last can ensure that funding intentions are aligned with real figures detailing potential timelines.
The ’How long will my foundation last?’ Calculator allows advisor and donor alike to experiment with different scenarios including market returns and yearly disbursement rates (both dollar and percentage values), in determining the life span of the investment.
Importantly, as their trusted Advisor, you have the supporting information necessary to discuss increasing donations to extend the life of the Foundation.
And with more donations to distribute, there may be a need to expand the reach of the Foundation to include more charities to support.
Here again, your Client Portal includes the comprehensive Charity Research Tool, which profiles every Canadian registered charity under categories of activity and purpose.
Detailing contact details, programs, and recent financial information, it will provide you and your client with the necessary information upon which to determine their suitability for support.
From here your client can decide to issue a grant request or save it for further consideration.
Just some of the tools and service that can help you have a more rewarding year end.
Perhaps the time for calculated intervention is now?
Other resources that may help:
Client Portal
Canada Gives Charitable Registration #83306 2144 RR0001.
You can find us in the Charities Directorate at www.cra-arc.gc.ca
Toronto | Collingwood | Edmonton
1 (844) 583-4483
Canada Gives offices are located on the traditional territory of Indigenous peoples dating back countless generations. We want to show our respect for their contributions and recognize the role of treaty making in what is now Canada. Hundreds of years after the first treaties were signed, they are still relevant today. We seek to do better, to continue to recognize, learn, and grow—in friendship and community, Nation-to-Nation.
Canada Gives Charitable Registration #83306 2144 RR0001.
You can find us in the Charities Directorate at www.cra-arc.gc.ca
Toronto | Collingwood | Edmonton
1 (844) 583-4483
Canada Gives offices are located on the traditional territory of Indigenous peoples dating back countless generations. We want to show our respect for their contributions and recognize the role of treaty making in what is now Canada. Hundreds of years after the first treaties were signed, they are still relevant today. We seek to do better, to continue to recognize, learn, and grow—in friendship and community, Nation-to-Nation.