{"id":20,"date":"2020-08-26T14:06:38","date_gmt":"2020-08-26T18:06:38","guid":{"rendered":"https:\/\/fgm.atypicweb.com\/?page_id=20"},"modified":"2023-04-25T08:48:07","modified_gmt":"2023-04-25T12:48:07","slug":"conseillez-vos-clients","status":"publish","type":"page","link":"https:\/\/fgmtl.org\/copieprod\/conseillez-vos-clients\/","title":{"rendered":"Conseillez vos client\u00b7e\u00b7s"},"content":{"rendered":"<h4>12 milliards $ : total des dons de bienfaisance vers\u00e9s au Canada en 2021\u00b9.<\/h4>\n<h4>Seulement 13 % : proportion des client\u00b7e\u00b7s ayant re\u00e7u des conseils sur la philanthropie dans le cadre de leur planification\u00b2.<\/h4>\n<h4>Exploitez-vous ce potentiel lorsque vous conseillez votre client\u00e8le ?<\/h4>\n<div class=\"su-spacer\" style=\"height:20px\"><\/div>\n<h5><strong>Avec la Fondation du Grand Montr\u00e9al, <\/strong><strong><span class=\"ui-provider gp b c d e f g h i j k l m n o p q r s t u v w x y z ab ac ae af ag ah ai aj ak\" dir=\"ltr\">d\u00e9marquez-vous en <\/span><\/strong><strong>maximisant les b\u00e9n\u00e9fices fiscaux et l\u2019impact des dons de votre client\u00e8le.<\/strong><\/h5>\n<div class=\"su-spacer\" style=\"height:20px\"><\/div>\n<p style=\"text-align: left;\"><strong>En travaillant avec la FGM, vous leur offrez :<\/strong><\/p>\n<ul style=\"text-align: left;\">\n<li>un service de cr\u00e9ation de fonds philanthropique flexible et personnalis\u00e9;<\/li>\n<li>des frais d\u2019administration parmi les plus bas sur le march\u00e9;<\/li>\n<li>le maintien int\u00e9gral de votre service de conseil ou de gestion d&rsquo;actifs.<\/li>\n<\/ul>\n<div class=\"su-spacer\" style=\"height:20px\"><\/div>\n<p style=\"text-align: left;\"><strong>La FGM est l\u00e0 pour faciliter :<\/strong><\/p>\n<ul>\n<li style=\"text-align: left;\">l\u2019\u00e9laboration du projet philanthropique de chaque client\u00b7e;<\/li>\n<li style=\"text-align: left;\">l\u2019optimisation de sa planification financi\u00e8re et successorale (<a href=\"https:\/\/fgmtl.org\/copieprod\/contribuer\/don-planifie\/\" target=\"_blank\" rel=\"noopener\">dons planifi\u00e9s<\/a>);<\/li>\n<li style=\"text-align: left;\">l&rsquo;administration de son fonds philanthropique et la prise en charge de tous les aspects connexes.<\/li>\n<\/ul>\n<div class=\"su-spacer\" style=\"height:20px\"><\/div>\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 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100;if(is_form){jQuery('#gform_wrapper_7').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_7').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_7').removeClass('gform_validation_error');}setTimeout( function() { \/* delay the scroll by 50 milliseconds to fix a bug in chrome *\/  }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_7').val();gformInitSpinner( 7, 'https:\/\/fgmtl.org\/copieprod\/wp-content\/plugins\/gravityforms\/images\/spinner.svg', true );jQuery(document).trigger('gform_page_loaded', [7, current_page]);window['gf_submitting_7'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}jQuery('#gform_wrapper_7').replaceWith(confirmation_content);jQuery(document).trigger('gform_confirmation_loaded', [7]);window['gf_submitting_7'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_7').text());}else{jQuery('#gform_7').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(\"gform_pre_post_render\", [{ formId: \"7\", currentPage: \"current_page\", abort: function() { this.preventDefault(); } }]);                if (event && event.defaultPrevented) {                return;         }        const gformWrapperDiv = document.getElementById( \"gform_wrapper_7\" );        if ( gformWrapperDiv ) {            const visibilitySpan = document.createElement( \"span\" );            visibilitySpan.id = \"gform_visibility_test_7\";            gformWrapperDiv.insertAdjacentElement( \"afterend\", visibilitySpan );        }        const visibilityTestDiv = document.getElementById( \"gform_visibility_test_7\" );        let postRenderFired = false;                function triggerPostRender() {            if ( postRenderFired ) {                return;            }            postRenderFired = true;            gform.core.triggerPostRenderEvents( 7, current_page );            if ( visibilityTestDiv ) {                visibilityTestDiv.parentNode.removeChild( visibilityTestDiv );            }        }        function debounce( func, wait, immediate ) {            var timeout;            return function() {                var context = this, args = arguments;                var later = function() {                    timeout = null;                    if ( !immediate ) func.apply( context, args );                };                var callNow = immediate && !timeout;                clearTimeout( timeout );                timeout = setTimeout( later, wait );                if ( callNow ) func.apply( context, args );            };        }        const debouncedTriggerPostRender = debounce( function() {            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qui vous permettra de r\u00e9pondre \u00e0 tous leurs besoins en un seul endroit. Tous leurs dons de bienfaisance peuvent \u00eatre centralis\u00e9s et optimis\u00e9s avec la FGM.<\/p>\n<p>Conservez la relation d&rsquo;affaires que vous avez b\u00e2tie avec vos client\u00b7e\u00b7s, notamment l\u2019exclusivit\u00e9 du service-conseil en mati\u00e8re financi\u00e8re. Les diff\u00e9rents types de don \u00e9tant r\u00e9gis par des dispositions en constante \u00e9volution, le recours aux professionnels de la FGM vous permettra d\u2019en maximiser les b\u00e9n\u00e9fices.<\/p>\n<p>Cr\u00e9er un fonds philanthropique \u00e0 la FGM constitue une alternative avantageuse \u00e0 la mise sur pied d\u2019une fondation priv\u00e9e. <a href=\"https:\/\/fgmtl.org\/copieprod\/contribuer\/pourquoi-creer-un-fonds\/\">En savoir plus<\/a>.<\/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>Foire aux questions<\/h2>\n<p>Comme vous, nous savons que chaque client\u00b7e et chaque dossier est unique. Nous avons toutefois r\u00e9uni certaines des questions les plus fr\u00e9quemment pos\u00e9es par les professionnel\u00b7le\u00b7s qui d\u00e9sirent guider leurs client\u00b7e\u00b7s dans la cr\u00e9ation d&rsquo;une \u0153uvre philanthropique. Vous n&rsquo;avez pas trouv\u00e9 la r\u00e9ponse que vous cherchiez ou vous avez besoin d&rsquo;\u00e9claircissements suppl\u00e9mentaires? <a href=\"mailto:philanthropie@fgmtl.org\"><strong>\u00c9crivez-nous!<\/strong><\/a><\/p>\n<p><span class=\"cta full blue cta-page\"><a href=\"https:\/\/fgmtl.org\/copieprod\/conseillez-vos-clients\/foire-aux-questions-conseillers-gestionnaires\/\">Consulter la FAQ<\/a><\/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>Centre de ressources<\/h5>\n<div class=\"su-spacer\" style=\"height:20px\"><\/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\/Strategie-dinvestissement-responsable-de-la-FGM-2021.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Strat\u00e9gie d\u2019investissement responsable de la FGM (2021)<\/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\/08\/Politique-dacceptation-de-dons-et-divulgation-de-la-FGM-2022.pdf\">Politique d&rsquo;acceptation de dons et divulgation de la FGM (2022)<\/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=\"\/wp-content\/uploads\/2020\/10\/Feuillet-d_information-Frais-administratifs-2020.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Feuillet d&rsquo;information sur les frais administratifs<\/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-FR.pdf\">Formulaire de don par virement bancaire<\/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\/Formulaire-de-don-par-transfert-de-titres.pdf\" target=\"_blank\" rel=\"noopener\">Formulaire de don par transfert de titres<\/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-fra.htm\" target=\"_blank\" rel=\"noopener\">Statistique 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\">Association canadienne des professionnels en dons planifi\u00e9s<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>12 milliards $ : total des dons de bienfaisance vers\u00e9s au Canada en 2021\u00b9. Seulement 13 % : proportion des client\u00b7e\u00b7s ayant re\u00e7u des conseils sur la philanthropie dans le cadre de leur planification\u00b2. Exploitez-vous [&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-20","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>Conseillez vos client\u00b7e\u00b7s - Fondation du Grand Montr\u00e9al<\/title>\n<meta name=\"description\" content=\"Avec la Fondation du Grand Montr\u00e9al, conseillez vos client\u00b7e\u00b7s afin de maximiser les b\u00e9n\u00e9fices fiscaux et l\u2019impact de leurs dons.\" \/>\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\" 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