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

A Special Information Session for CPA PEI Members

🗓 Date: Wednesday, November 12, 2025
🕕Time: 12:00pm-1:00pm Atlantic
💻Location: Virtual on Zoom
Attend and earn 1 hour of CE credit, as recognized under Continuing Professional Development (CPD) requirements.

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

The Content:
🔹 Welcome & Introductions (10 mins) – Learn about the Foundation.
🔹 The Role of Financial and Legal Professionals in Philanthropy (5 mins) – Understand how advisors play a vital role in maximizing client impact.
🔹 Establishing Endowment & Flow-Through Funds (20 mins) – Explore the flexible options for strategic giving – during life or through estate plans.
🔹 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.
🔹 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 CE Credit

Kent Hudson
CFPEI Executive Director

Dennis Carver
CFPEI Treasurer, Past Chair of CPA PEI
& Partner, Doane Grant Thornton