An advisor speaking with a family.

Who to Contact

Our staff will gladly assist you with any questions you may have.

  • Establishing gifts through Wills
  • Creating funds through Wills
  • Planned giving
Kathryne Cardwell
Gift Planning Associate
204.944.9474 ext. 258
Email Kathryne
  • Administering estates
Rachel Forbes
Junior Accountant
204.944.9474 ext.229
Email Rachel
  • Creating funds for your clients
Donor Services Team
Email the Team
  • Professional Advisor programs
  • PA e-wire
  • Special presentations or initiatives
Jennifer Partridge
Strategic Projects Associate
204.944.9474 ext. 231
Email Jennifer