Advisors Overview 

Professional Advisors

Guiding Generosity, Together.

We work alongside lawyers, accountants, and financial planners to help clients give back in ways that reflect their values, provide tax advantages, and create lasting community impact.

ABOUT THE FOUNDATION
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Why Partner with Us?

  • You stay in control

    You keep the client relationship — we simply expand the options you can offer.

  • Flexible solutions

    Funds can be created with as little as $10,000, built over time, and supported by a wide range of assets. Clients can support broad community needs or focus on specific causes.

  • Local expertise

    With decades of knowledge about charities in the greater Fredericton region, we help ensure your client’s legacy continues to meet local needs, today and tomorrow.

  • Tax-smart giving

    We help maximize the benefits of charitable giving, making it easier for your clients to achieve both their financial and philanthropic goals.

  • Simple process

    From fund setup to grantmaking, our process is straightforward, transparent, and designed to honor your client’s wishes.

How We Can Help Your Clients

  • Life insurance

    A gift of life insurance can turn modest premiums into a significant future gift, with immediate or long-term tax benefits.

  • Managing an inheritance

    We provide charitable options that allow clients to turn their good fortune into lasting community benefit.

  • Considering a gift of stock

    Donating publicly traded stocks or mutual funds means no capital gains tax and a receipt for the full fair-market value. More impact, less tax.

  • Estate planning

    A bequest is one of the simplest ways to leave a lasting gift. We review language with you to ensure your client’s wishes can be carried out forever.

  • Private foundation alternative

    All the impact, none of the heavy lifting. We offer the advantages of a private foundation without the paperwork, overhead, or administration.

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Let’s Talk About Your Clients’ Legacy

Have a client considering charitable giving? Calvin Milbury, our Executive Director, is ready to help you find the right solution

EMAIL: Calvin@fredfdn.ca | PHONE: (506) 454-2262