PROFESSIONAL ADVISORS TOOLKIT
The United Way of Southern Vancouver Island offers a number of resources for Professional Advisors to better assist their clients with philanthropic giving. UWSVI can accept Gifts of Securities, Retirement Funds, Bequests, Assets and Real Estate. The tools below are designed to help align your client’s interests and values with their estate planning objectives.
If you require further information or have any questions please contact:
Jenny McLeod, Director of Philanthropy at (250) 220-8947 or jenny.mcleod@uwsvi.ca
