Information for Professional Advisors

If you’re a professional advisor, you’ve come to the right place! We understand the critical work professional advisors like you make to ensure your clients are equipped with the knowledge, understanding and trust in their wealth and estate management teams, and we want to arm you with the tools you need to double your impact! 

Connecting with clients about their charitable aspirations through the philanthropic conversation deepens the relationship and builds the foundations of life-long collaboration, helping clients achieve their philanthropic and financial goals. Together with your clients, you can help them make a gift that can significantly reduce the tax burden, while making a meaningful contribution to the future of health care at Peace Arch Hospital and the White Rock/South Surrey community for years to come.

Continue reading below for a variety of helpful resources, events, and more!

Join us at our next Partners in Planning event in October 2024!

By partnering with Peace Arch Hospital & Community Health Foundation, professional advisors like you can help your clients fulfill their charitable goals. Partners benefit from invitations to Foundation events, resources to engage clients in new ways, as well as training in the important philanthropic conversation.

Benefits of attending or joining our Partners in Planning program:

• Education about trends in charitable giving
• Upon completing a training event, PAHF will celebrate and promote you as a Partner in Planning to our donors and through a post-event ad in the Peace Arch News.
• Strengthen future business opportunities with a deeper understanding of how to engage your current and future clients through the philanthropic conversation, including what products fall into this strategy.
• Certificate to display in your office recognizing you as a PAHF Partner In Planning.
• Invitations to exclusive PAHF donor events.

Our passionate and caring team’s number on priority is the prudent stewardship of donors’ gifts and the resulting positive impact on patients and medical staff at Peace Arch Hospital and the entire White Rock and South Surrey community. Funds raised support the following pillars:

• Community Health Initiatives
• Capital Campaigns
• $2 Million+ in medical equipment annually

Peace Arch Hospital Foundation accepts a variety of giving vehicles to make giving easy and accessible for gifts now or in the future. Take a look at some of the many ways to give below, and start your impact today!

WAYS TO GIVE NOW:

• Cheque: Please make cheques payable to Peace Arch Hospital Foundation and indicate the area of support i.e. Area of Greatest Need, Capital Equipment. Cheques can be delivered or mailed to the address noted below.

• Credit Card: You can make a direct gift at any time by credit card (Visa, Mastercard, AMEX) through our website here. Or by calling the Foundation at 604.535.4520.

• Gifts of Securities: Initiate a securities transfer to Peace Arch Hospital Foundation. Access the forms here.

• Give Monthly: Set up a monthly gift here and receive an annual consolidated tax receipt.

• Donor Advised Funds/Foundations: The Foundation accepts gifts of DAFs. Please contact Elodie Bezubiak at elodie@pahfoundation.ca or 604.535.4520 for more information.

   

• WAYS TO GIVE IN THE FUTURE:

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  Bequests (Gifts in your Will): An outright bequest of cash or a percentage of your estate gifted to the Foundation. Sample wording of Will clauses can be found here.

• Life Insurance: The most common ways to give the proceeds of a life insurance policy to the Foundation can be found here.

• Property: Gift of property, including real estate, heirlooms, jewelry, or art. Next steps listed here.

• RRSP/RRIF/TFSA: Designating the Foundation as the beneficiary of part or all of what’s left of your registered funds. Learn more here.

Philanthropy may not be at the top of the agenda when reaching out to clients, but the benefits of having meaningful discussions regarding philanthropy are tangible.
Clients working with financial advisors are looking for the best ways to donate to charities while also meeting their financial and philanthropic goals. That means taking the conversation to a deeper level. Use the following resources to get started today!

Feel free to share the following video resources with your clients.