ADVISORS

As Professional Advisors work with their clients to develop their planned giving decisions, please feel free to reach out to the Community Foundaiton 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

Visit

206 Saskatchewan Ave East

Portage la Prairie, MB 

R1N 0K9

 

© 2017 Community Foundation of Portage & District Inc.

Call

T: 204.856.1971

Office Hours

Monday-Thursday 9am - 4pm

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