Taking an active approach towards philanthropy with your clients can build deeper, richer client relationships, strengthen client loyalty, and enhance your service.
It helps you provide a more complete service as a part of a total financial or legal plan and is most often an appreciated part of the planning process. Many clients may be donating regularly to charitable organizations they care about. We can work with you and/or your clients to make it easier for your clients to maximize their philanthropy by giving tax effectively.
As a professional advisor, you are in a unique position not only to serve the charitable objectives of your clients, and if Queen's is selected by your client, to significantly affect the quality of teaching, research, and education that happens at Queen's everyday.
Queen’s has identified different categories of giving which can be considered by donors before making a final decision. We already communicate with Queen’s alumni and friends, informing them about planned gift options. We believe that professional advisors play a critical role in creating successful gift plans.
Queen’s Office of Gift Planning can assist you to help your clients fulfill their philanthropic intentions. Our professional staff would be pleased to provide support material to you and your client in the following gift options:
Queen’s University at Kingston
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