This session was first held on October 7, but due to technical difficulties, some members were unable to join the presentation. As such, we are partnering with CFPEI to reoffer the session live, online, on November 12.
Join Community Foundation of PEI Executive Director Kent Hudson and Dennis Carver, CFPEI Treasurer, Past Chair of CPAPEI & Partner, Doane Grant Thornton, for a dynamic session tailored for CPAPEI Members. Discover how your expertise can help clients achieve their philanthropic goals through impactful charitable giving strategies.
- learn how to better serve your clients’ philanthropic interests;
- understand the advantages of working with a Community Foundation
- access tools for legacy planning and customized fund options
- earn trust and expand your professional advisory services
The session is free to all members of CPAPEI. Learn more and register on our website to reserve your space.
This session is eligible for 1 verifiable CPD hour.