About This Event
Philanthropy is most effective when supported by a trusted team of advisors. Join us for a facilitated conversation which explores the evolving and interconnected ecosystem of philanthropy. As nonprofit professionals, we are ethically trained to recommend donors to consult with their professional advisors when considering charitable gifts. This panel offers a unique opportunity to gain insight into how professional advisors help their clients evaluate charitable opportunities, clarify philanthropic goals, align giving with broader financial and estate plans and navigate the considerations that influence charitable decisions. Panelists will share firsthand experiences of philanthropic conversations, strategies for clearly defining and honoring donor intent and examples of successful partnerships between advisors and nonprofit professionals that help clients/donors achieve their charitable goals.
Attendees will:
(1) Gain insight into how philanthropic conversations emerge within advisor-client relationships,
(2) Better understand how to position themselves as trusted partners to advisors and,
(3) Learn how collaborative approaches can elevate donor impact and satisfaction.
Presenters:
Kimberlee Riley, CAP®, Vice President, Federal Scholarship Tax Credit Fundraising with Step Up Step Further Scholarship Fund will be facilitating a discussion with local professional advisors,
Ty McCormack, CFP, Senior Wealth Advisor with Aksala Wealth and
Greg Meier, JD, Partner with ShuffieldLowman
Receive 1 CFRE Credit for this educational offering.
About This Event
Philanthropy is most effective when supported by a trusted team of advisors. Join us for a facilitated conversation which explores the evolving and interconnected ecosystem of philanthropy. As nonprofit professionals, we are ethically trained to recommend donors to consult with their professional advisors when considering charitable gifts. This panel offers a unique opportunity to gain insight into how professional advisors help their clients evaluate charitable opportunities, clarify philanthropic goals, align giving with broader financial and estate plans and navigate the considerations that influence charitable decisions. Panelists will share firsthand experiences of philanthropic conversations, strategies for clearly defining and honoring donor intent and examples of successful partnerships between advisors and nonprofit professionals that help clients/donors achieve their charitable goals.
Attendees will:
(1) Gain insight into how philanthropic conversations emerge within advisor-client relationships,
(2) Better understand how to position themselves as trusted partners to advisors and,
(3) Learn how collaborative approaches can elevate donor impact and satisfaction.
Presenters:
Kimberlee Riley, CAP®, Vice President, Federal Scholarship Tax Credit Fundraising with Step Up Step Further Scholarship Fund will be facilitating a discussion with local professional advisors,
Ty McCormack, CFP, Senior Wealth Advisor with Aksala Wealth and
Greg Meier, JD, Partner with ShuffieldLowman
Receive 1 CFRE Credit for this educational offering.