Deepening Donor Relations: Insights From Professional Advisors That Nonprofit Leaders Need to Know
September 25, 2019 @ 3:00 PM - 4:30 PM
Junior Achievement, 6100 Grand Avenue in Des Moines
Deepening Donor Relations: Insights From Professional Advisors That Nonprofit Leaders Need to Know
Date: Wednesday, September 25, 2019
Time: 3:00 p.m. – 4:30 p.m.
Location: Junior Achievement, 6100 Grand Avenue in Des Moines
Fee: Free
Panelists: Bill Boatwright, Attorney at Law Davis Brown Law Firm); Angela Reed, CPA (Tarbell & Co., P.L.C); and Ashley E. Shafer, Financial Advisor, CFP®, CAP® (The 801 Group at Morgan Stanley)
Intended Audience: Nonprofit Development Professionals and Executive Directors looking to enhance their major gift and planned giving programs
Many donors have key conversations with their trusted professional advisors as they consider charitable contributions. Financial planners, wealth managers, estate planning attorneys and accountants are often consulted when it comes to charitable giving.
In this session, learn from professional advisors as they share how they interact with your donors. We will discuss how to ask strategic questions of advisors and donors to deepen your engagement, and consider how to leverage professional advisor expertise within your organization. Plus learn about some tools the Community Foundation can offer to help your donors maximize their charitable giving.