Professional Advisors

In Partnership With You

As you provide strategic advice and service to your many clients, when appropriate, we ask that you also consider the many ways your clients can gift through Burlington Foundation that will have lasting impact on our community.

We can work in partnership with you to provide the resources to assist you in helping your clients receive the full benefit of their donations while supporting the causes that mean the most to them, today and for tomorrow.

Tools and Resources

The following tools and resources may be helpful to you or your clients:

• How Burlington Foundation Works
  
• Ways to Give

• • Will Clauses
  • Setting up a Fund
  • Gifts of Securities Donation Form
  • How we invest: Our Investment Committee & Investment Policy Statement
  • Burlington Foundation in Amplify Magazine
  • FAQs
  • Doing Good for Business: The Inclusion of Philanthropy in the Canadian Professional Advisor’s Business Practice

More Information

We invite you to reach out at any time to further explore how we can work together to serve your clients.