{"id":33384,"date":"2023-03-29T13:20:32","date_gmt":"2023-03-29T17:20:32","guid":{"rendered":"https:\/\/fgmtl.org\/?page_id=33384"},"modified":"2024-09-16T11:46:02","modified_gmt":"2024-09-16T15:46:02","slug":"advise-your-clients","status":"publish","type":"page","link":"https:\/\/fgmtl.org\/copieprod\/en\/advise-your-clients\/","title":{"rendered":"Advise your clients"},"content":{"rendered":"<h4>$12 billion: amount donated in charitable gifts in Canada in 2021\u00b9.<\/h4>\n<h4>Only 13%: proportion of clients who received advice about philanthropy as part of their planning\u00b2.<\/h4>\n<h4>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 on the market;<\/li>\n<li>the full retention of your services as asset manager or 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<h5>A question? <a href=\"mailto:philanthropie@fgmtl.org\">Contact us<\/a> today!<\/h5>\n<p><span class=\"cta full turquoise cta-page\"><a href=\"mailto:philanthropie@fgmtl.org\"><span class=\"red\">Contact us<\/span><\/a><\/span><\/p>\n<p>Advise your clients by offering them a new service \u2013 without any added workload \u2013 which will allow you to answer all their needs under one roof. All their charitable donations can be centralized and optimized with FGM.<\/p>\n<p>Preserve the business relationship you have built with your clients, including 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 financial advisors and asset managers 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=\"https:\/\/fgmtl.org\/copieprod\/en\/advise-your-clients-2\/faq-for-advisors-and-managers\/\">Go to the 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>Resource Center<\/h5>\n<h5><div class=\"su-spacer\" style=\"height:20px\"><\/div><\/h5>\n \n    <div class=\"sc-document type-lien\"> \n    <a href=\"#\" target=\"_blank\">\n        <div class=\"left\"> \n            <img decoding=\"async\" src=\"\/wp-content\/themes\/ATYPIC\/public\/img\/type-lien.svg\">  \n        <\/div>     \n        <div class=\"right\">\n            <div class=\"wrap\">\n                \n<p><a href=\"https:\/\/www.willpower.ca\/\" target=\"_blank\" rel=\"noopener\">Will Power : tool box for planned giving<\/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=\"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\/2023\/04\/Politique-dacceptation-des-dons-et-divulgation-EN.pdf\">FGM&rsquo;s Policy on the Acceptance and Disclosure of Donations<\/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<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>$12 billion: amount donated in charitable gifts in Canada in 2021\u00b9. Only 13%: proportion of clients who received advice about philanthropy as part of their planning\u00b2. Do you tap this potential when you advise your [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":33322,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categorie-comite":[],"class_list":["post-33384","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 both 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\" 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