{"id":1017,"date":"2020-08-26T14:06:38","date_gmt":"2020-08-26T18:06:38","guid":{"rendered":"https:\/\/fgm.atypicweb.com\/?page_id=1017"},"modified":"2023-04-24T14:11:58","modified_gmt":"2023-04-24T18:11:58","slug":"advise-your-clients-2","status":"publish","type":"page","link":"https:\/\/fgmtl.org\/copieprod\/en\/advise-your-clients-2\/","title":{"rendered":"Advise your clients"},"content":{"rendered":"<h4>In Canada, about $12 billion in charitable gifts have been donated in 2021\u00b9. But only 13% of clients report having discussed this issue with their financial advisors\u00b2. Do you tap this potential when you advise your clients?<\/h4>\n<div class=\"su-spacer\" style=\"height:20px\"><\/div>\n<h5><strong>With the Foundation of Greater Montr\u00e9al, set yourself apart from the competition by maximizing both the tax benefits and the impact of your clients&rsquo; charitable donations<\/strong><strong>.<\/strong><\/h5>\n<div class=\"su-spacer\" style=\"height:20px\"><\/div>\n<p style=\"text-align: left;\"><strong>By working with FGM, you offer them:<\/strong><\/p>\n<ul style=\"text-align: left;\">\n<li>flexible and customized services for the creation of their philanthropic fund;<\/li>\n<li>management fees among the lowest in the sector;<\/li>\n<li>the full retention of your services as asset manager and advisor.<\/li>\n<\/ul>\n<div class=\"su-spacer\" style=\"height:20px\"><\/div>\n<p style=\"text-align: left;\"><strong>FGM is there to facilitate:<\/strong><\/p>\n<ul>\n<li style=\"text-align: left;\">the formulation of each client&rsquo;s philanthropic project;<\/li>\n<li style=\"text-align: left;\">the optimization of their financial and estate planning (<a href=\"https:\/\/fgmtl.org\/copieprod\/en\/contribute\/planned-giving\/\">planned giving<\/a>);<\/li>\n<li style=\"text-align: left;\">the management of every aspect of their philanthropic fund.<\/li>\n<\/ul>\n<p><strong><script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 3.1.\"),o(),0))},initializeOnLoaded:function(o){gform.callIfLoaded(o)||(document.addEventListener(\"gform_main_scripts_loaded\",()=>{gform.scriptsLoaded=!0,gform.callIfLoaded(o)}),document.addEventListener(\"gform\/theme\/scripts_loaded\",()=>{gform.themeScriptsLoaded=!0,gform.callIfLoaded(o)}),window.addEventListener(\"DOMContentLoaded\",()=>{gform.domLoaded=!0,gform.callIfLoaded(o)}))},hooks:{action:{},filter:{}},addAction:function(o,r,e,t){gform.addHook(\"action\",o,r,e,t)},addFilter:function(o,r,e,t){gform.addHook(\"filter\",o,r,e,t)},doAction:function(o){gform.doHook(\"action\",o,arguments)},applyFilters:function(o){return gform.doHook(\"filter\",o,arguments)},removeAction:function(o,r){gform.removeHook(\"action\",o,r)},removeFilter:function(o,r,e){gform.removeHook(\"filter\",o,r,e)},addHook:function(o,r,e,t,n){null==gform.hooks[o][r]&&(gform.hooks[o][r]=[]);var d=gform.hooks[o][r];null==n&&(n=r+\"_\"+d.length),gform.hooks[o][r].push({tag:n,callable:e,priority:t=null==t?10:t})},doHook:function(r,o,e){var t;if(e=Array.prototype.slice.call(e,1),null!=gform.hooks[r][o]&&((o=gform.hooks[r][o]).sort(function(o,r){return o.priority-r.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==r?t.apply(null,e):e[0]=t.apply(null,e)})),\"filter\"==r)return e[0]},removeHook:function(o,r,t,n){var e;null!=gform.hooks[o][r]&&(e=(e=gform.hooks[o][r]).filter(function(o,r,e){return!!(null!=n&&n!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][r]=e)}});\n\/* ]]> *\/\n<\/script>\n\n                <div class='gf_browser_gecko gform_wrapper gravity-theme gform-theme--no-framework' data-form-theme='gravity-theme' data-form-index='0' id='gform_wrapper_8' >\n                        <div class='gform_heading'>\n                            <h2 class=\"gform_title\">A question? 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All their charitable donations can be centralized and optimized with FGM.<\/p>\n<p>Preserve the business relationship you have built with your clients, notably the exclusivity of financial advice. Different types of charitable donations being regulated by constantly evolving rules, working with FGM&rsquo;s team of professionals will allow you to maximize their benefits.<\/p>\n<p>Creating a philanthropic fund with FGM is also a beneficial alternative to the establishment of a private foundation.<\/p>\n\n     <\/div> \n    <\/div> \n    <div class=\"sc-wrapper-dark spacing clear\">    \n        <div class=\"wrapper wrap-content\">\n            <div class=\"wrap-770 clear\">\n                \n<h2>FAQ<\/h2>\n<p>Like you, we know that every client and every file is different. Nevertheless, we have gathered some of the questions more frequently asked by professional advisors looking to support their clients in the elaboration of a philanthropic project. If you have not found the answer you were looking for, or if you need more detailed information, <a href=\"mailto:philanthropie@fgmtl.org\"><strong>contact us<\/strong><\/a>.<\/p>\n<p><span class=\"cta full blue cta-page\"><a href=\"\/\">Go to the FAQ<\/a><em>\u00a0 (available soon)<\/em><\/span><\/p>\n\n            <\/div> \n        <\/div> \n    <\/div>\n    <div id=\"content\" class=\"wrapper wrap-content spacing clear\" role=\"main\">    \n        <div class=\"wrap-770 main clear\">\n<div class=\"su-spacer\" style=\"height:20px\"><\/div>\n<h5>Resource Center<\/h5>\n<h5><div class=\"su-spacer\" style=\"height:20px\"><\/div><\/h5>\n \n    <div class=\"sc-document type-document\"> \n    <a href=\"\" target=\"_blank\">\n        <div class=\"left\"> \n            <img decoding=\"async\" src=\"\/wp-content\/themes\/ATYPIC\/public\/img\/type-document.svg\">  \n        <\/div>     \n        <div class=\"right\">\n            <div class=\"wrap\">\n                \n<p><a href=\"http:\/\/fgmtl.org\/wp-content\/uploads\/2021\/12\/FGMs-Responsible-Investment-Strategy.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">FGM&rsquo;s Responsible Investment Strategy<\/a><\/p>\n\n            <\/div> \n        <\/a>\n        <\/div> \n    <\/div>\n \n    <div class=\"sc-document type-document\"> \n    <a href=\"\" target=\"_blank\">\n        <div class=\"left\"> \n            <img decoding=\"async\" src=\"\/wp-content\/themes\/ATYPIC\/public\/img\/type-document.svg\">  \n        <\/div>     \n        <div class=\"right\">\n            <div class=\"wrap\">\n                \n<p><a href=\"https:\/\/fgmtl.org\/copieprod\/wp-content\/uploads\/2020\/12\/FGM-Administration-Fees-Explainer.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Explainer of FGM&rsquo;s management fees<\/a><\/p>\n\n            <\/div> \n        <\/a>\n        <\/div> \n    <\/div>\n \n    <div class=\"sc-document type-document\"> \n    <a href=\"\" target=\"_blank\">\n        <div class=\"left\"> \n            <img decoding=\"async\" src=\"\/wp-content\/themes\/ATYPIC\/public\/img\/type-document.svg\">  \n        <\/div>     \n        <div class=\"right\">\n            <div class=\"wrap\">\n                \n<p><a href=\"https:\/\/fgmtl.org\/copieprod\/wp-content\/uploads\/2022\/11\/Formulaire-virement-bancaire-Donation-EN.pdf\">FGM Donation Form &#8211; Bank Transfer<\/a><\/p>\n\n            <\/div> \n        <\/a>\n        <\/div> \n    <\/div>\n \n    <div class=\"sc-document type-document\"> \n    <a href=\"\" target=\"_blank\">\n        <div class=\"left\"> \n            <img decoding=\"async\" src=\"\/wp-content\/themes\/ATYPIC\/public\/img\/type-document.svg\">  \n        <\/div>     \n        <div class=\"right\">\n            <div class=\"wrap\">\n                \n<p><a href=\"https:\/\/fgmtl.org\/copieprod\/wp-content\/uploads\/2021\/11\/FGM-Donation-Form-Transfer-of-Shares.pdf\">FGM Donation Form &#8211; Transfer of Shares<\/a><\/p>\n\n            <\/div> \n        <\/a>\n        <\/div> \n    <\/div>\n<p>\u00b9Source : <a href=\"https:\/\/www150.statcan.gc.ca\/n1\/daily-quotidien\/230314\/dq230314c-eng.htm\" target=\"_blank\" rel=\"noopener\">Statistics Canada<\/a>.<br \/>\n\u00b2Source : <a href=\"https:\/\/www.cagp-acpdp.org\/fr\/blog\/talking-about-talking-about-philanthropy-the-advisorclient-conversation\" target=\"_blank\" rel=\"noopener\">Canadian Association of Gift Planners<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Canada, about $12 billion in charitable gifts have been donated in 2021\u00b9. But only 13% of clients report having discussed this issue with their financial advisors\u00b2. Do you tap this potential when you advise [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":33322,"parent":0,"menu_order":30,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categorie-comite":[],"class_list":["post-1017","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Advise your clients - Fondation du Grand Montr\u00e9al<\/title>\n<meta name=\"description\" content=\"With the Foundation of Greater Montr\u00e9al, advise your clients and maximize the tax benefits and the impact of their charitable donations.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advise your 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