Professional Advisors

Helping you help your clients reach their philanthropic goals.

By partnering with the Victoria Foundation, you can help your clients reduce their taxes, increase their heirs’ inheritance, create a legacy for the community, and teach their children about philanthropy.

Giving back to the community through the Victoria Foundation is easy. Your clients can choose from a variety of giving options to best suit their needs and goals… and we’ll take care of the paperwork. We can also give counsel on strategic giving, and connect them with charitable organizations making a difference in our community.

Both you and your clients will benefit by working with us:

We work as your partner. You stay in control of your client relationships – we’re here to help you provide a full range of services to your clients.
We are experts on charitable giving. Whether it’s setting up a less costly alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your clients’ particular needs.
We offer expert knowledge about our community, so we can help your clients be as effective as possible in their giving.
We help you connect across generations. When you help families establish a Donor-Advised Fund with us, you and they can stay involved for generations.
We help your clients donate a variety of assets, including cash, publicly listed securities, and real estate. These can be assets they give now, or later as part of their estate plans.

Professional Advisor Resources

Giving Guide

Whether you are advising your clients about their estate planning, or offering guidance on their charitable giving, we invite you to share this booklet with them. It explains how your clients may be able to reduce their taxes, increase their heirs’ inheritance, leave a legacy for the community, and teach their children about philanthropy.

Download the Giving Guide, or to receive a hard copy, contact our office at 250-381-5532 or donorservices@victoriafoundation.bc.ca.
Information and materials for your clients
- Donation Form for Gifts of Securities: send a copy to your broker and to the Victoria Foundation. We will look after the rest.
- Victoria Foundation policies page
- Victoria Foundation Financial Highlights and Audited Financials (see page headings and years)
- Victoria Foundation fund descriptions
- Community Action Funds: Whether your client’s passion is to support the arts, health-related programs, the environment, gender or racial equity or one of the many other cause areas that impact the wellbeing of our community, one of these ten funds can provide your client with confidence that their donation will be put to the highest and best use.
Canadian Association of Gift Planners
The Canadian Association of Gift Planners is a national association that inspires and educates the people involved in strategic charitable gift planning. It advocates for a beneficial tax and legislative environment that strengthens philanthropic giving and creates a networking environment with like-minded professionals and experts. A national, non-profit organization established in 1993, CAGP is the only Canadian professional association that brings together charitable fundraisers and professional advisors. With many educational offerings at both national and local levels, government relations initiatives and a focussed monitoring of regulatory changes and trends, CAGP is the “go to” place for charitable gift planning.
Community Foundations of Canada Toolkit
We offer numerous resources to help you help your clients achieve their philanthropic goals. These resources include a comprehensive professional advisors’ e-resource centre from Community Foundations of Canada. This e-resource offers information and tools on topics such as (see menu on right of CFC page):
- Talking About Charitable Giving
- Tools for Professional Advisors
- Six Gift Options for Canadian Donors
- How Community Foundations Can Help
Canadian Donor's Guide

The The current edition of the Canadian Donor’s Guide is now available online. The Victoria Foundation is listed among the many registered charities across the country. Not only are there thousands of charities listed in this annual directory, but readers will also find several informative articles about the ways of making tax-effective charitable gifts, volunteering and the future of philanthropy.
Imagine Canada Standards Program

Victoria Foundation was one of 17 organizations in Canada which received Imagine Canada Standards Accreditation in the pilot phase in 2012 – earning the “trustmark” of approval for our business practices in responsible self-governance, budget transparency and ethical fundraising. We received re-accreditation in 2024, and have achieved ongoing compliance to the Standards in the years since.

Our expert staff are here to help

Email 250-381-5532