Professional Advisor Resources

Professional Advisors are key to helping people decide where best to leave their legacy. Thank you for being part of this supportive network. These resources may provide a useful starting point for a discussion about giving.

Please feel free to call us for more information or to arrange for our Community Engagement Manager to visit your office to talk through how Northland Community Foundation can help you to support your clients with their local charitable giving.

  • Professional Advisors Brochure
    ( pdf - 809.19 KB )

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  • Named Endowment Fund form
    ( pdf - 702.90 KB )

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  • Listening for Charitable Opportunities - Lawyers
    ( pdf - 179.13 KB )

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  • Guidance Notes for Lawyers
    ( pdf - 130.48 KB )

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  • Suggested Clauses for Wills
    ( pdf - 175.13 KB )

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  • Will information pack for donors
    ( pdf - 670.16 KB )

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  • Philanthropic Giving through a Community Foundation leaflet
    ( pdf - 849.18 KB )

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