Listen to our recent webinar with CISI where we discussed how to open up conversations with your clients on philanthropy and local charitable giving.
Are you a professional adviser interested in giving helpful philanthropy advice to your clients and hearing how this can enhance your relationships with them? Kent Community Foundation’s Senior Philanthropy Adviser, Rachel Vinton, was recently invited by The Chartered Institute for Securities & Investment (The CISI) South East region to speak at a live webinar about how to open up conversations with your clients on philanthropy and local charitable giving. Watch the recording of the webinar here: https://lnkd.in/e4aghGQu If you are a CISI member you can log into your MYCISI account before watching the video and this will automatically record your CPD. For non CISI members, you will need to self-certify and record your own CPD.