Professional Advisors - Deepening Relationships with Multi-Generational Clients Through Philanthropy
May 3, 2023 @ 3:30 PM - 4:30 PM
Maddie's Place Training Room at the C3 Center, 1910 Ingersoll in Des Moines
Professional Advisors - Deepening Relationships with Multi-Generational Clients Through Philanthropy
Wednesday, May 3, 2023 | 3:30 - 4:30 p.m. with reception and a tour of the C3 Center to follow
Maddie's Place Training Room at the C3 Center, 1910 Ingersoll Avenue in Des Moines
This session will introduce and reinforce the value of philanthropy as a relationship-builder to more robust client conversations across generations. Attendees will engage with tools that can help clients find their philanthropic identity, gain knowledge on how to introduce the topic of philanthropy in client meetings and hear how the Community Foundation can partner for the benefit of your clients.
Participants are eligible to receive one hour of continuing education credit.
Session Facilitator: Joanne Cohen, 21/64
Questions? Contact Barb Hobson at 515-447-4206 or hobson@desmoinesfoundation.org.