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Advisors
As Professional Advisors work with their clients to develop their planned giving decisions, please feel free to reach out to the Community Foundation of Portage & District with any questions or learn more by clicking on the links below
Community Foundation of Portage & District (CFPD) - A Guide for Professional Advisors
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CFPD Create Your Own Fund - Information Sheet
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Rise in Strategic Giving in Canada - Presentation by Stephen Webb, Leave a Legacy MB
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Canadian Association of Gift Planners - Guide for Professional Advisors
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Doing Good for Business - The Inclusion of Philanthropy in the Canadian Professional Advisor’s Business Practice
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Philanthropic Conversation - Understanding Financial Advisor Approaches
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