Philanthropy, Planning & Legacy Giving with the Community Foundation of PEI

A Special Information Session for CPA PEI Members

Join us for a dynamic session tailored for CPAPEI Members. Discover how your expertise can help clients achieve their philanthropic goals through impactful charitable giving strategies.

The Content:

1. Welcome & Introductions (10 mins) – Learn about the Foundation.
2. The Role of Financial and Legal Professionals in Philanthropy (5 mins) – Understand how advisors play a vital role in maximizing client impact.
3. Establishing Endowment & Flow-Through Funds (20 mins) – Explore the flexible options for strategic giving – during life or through estate plans.
4. Case Study Analysis: Tax Impacts of Charitable Giving (15 mins) – A practical look at real-life scenarios and the tax advantages of partnering with The Foundation.
5. Q&A and Closing Remarks (10 mins) – Your chance to ask questions.

The Takeaways:

• 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
• Earn 1 Hour of CPD Credit

• Wednesday, November 12, 2025; 12:00 noon Atlantic  
• Free of charge to members of CPA Prince Edward Island
• via Zoom - link will be provided by CPAPEI

Presenters:
Kent Hudson, CFPEI Executive Director
Dennis Carver, CFPEI Treasurer, Past Chair of CPA PEI & Partner, Doane Grant Thornton

NOTE: Members must record their own hours for attending free sessions.