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
CFPD Create Your Own Fund  -  Information Sheet
Rise in Strategic Giving in Canada - Presentation by Stephen Webb, Leave a Legacy MB
Canadian Association of Gift Planners - Guide for Professional Advisors
Doing Good for Business - The Inclusion of Philanthropy in the Canadian Professional Advisor’s Business Practice
Philanthropic Conversation - Understanding Financial Advisor Approaches