Professional Advisors and Communicating Our Role in Philanthropy

Professional Advisors and Communicating Our Role in Philanthropy

Please join us for an open forum conversation led by Arundel and Candice exploring the role of professional advisors in philanthropy and how charities and advisors can better understand and work with one another.

This conversation stems from the recent webinar that discussed the Watermark Philanthropic Counsel: Growing Together Report.

A conversation led by Co-Chairs:

Arundel Gibson, Wealth Consultant, Associate Investment Counsellor, Cidel Private Bank

Candice Jay, CIM, FCSI, MFA-P, Partner & Wealth Advisor, CC&L Private Capital Ltd.

Please review the following items ahead of the session:

CAGP Donor Advised Fund Resources

Watermark Philanthropic Counsel: Growing Together Report

• Accompanying webinar