Forest Li
Manager, Donor-advised Fund @Canadian National Christian Foundation
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WORK HISTORY
Manager, Donor-advised Fund @Canadian National Christian Foundation
1.management and oversight of assigned investment portfolios in keeping with CNCF investment policies;2.Development of relationships with financial professionals (financial advisors, planners, portfolio managers) of assigned investment accounts3.Stewarding donors (fund holders) and assigned donor-advised funds, including cash and asset management of DAF holdings in conjunction with the donor\'s philanthropic goals to help achieve objectives for lifetime giving, as well as succession and legacy planning4. Meeting with prospective donors and financial professionals to onboard and/orfacilitate non-cash donations.
EDUCATION
Trinity Western University
BBA, Financial Planning
The University of British Columbia
DAP, Accounting
Chartered Accountant School of Business (CASB)
CASB Module 1-6, Accounting
ABOUT FOREST LI
Many People go through life not knowing how to align their finances with what is most important to them. Our workshops help people clarify their values and identity and create a sound financial plan using biblical wisdom.
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