April 12
7:30 - 9:15am
The Winning Team of Philanthropy
Details & Registration
Come enjoy breakfast and learn more about how a team can work together. High net-worth donors often have a team of professional advisors counseling them and their families. This panel will explore the issues that can arise in establishing great working relationships between fundraisers and professional advisors, and what it takes to work as a team.
We will present an actual case study featuring these panel members:
- Sandi White Fried
- Lori Gregory
- William (Dave) Judy
- with Lauren Hoopes moderating
Take-aways:
- Working as a team
- How nonprofits and professional advisors can work together
- Learn how to protect donors’ interests and maximize philanthropy
Schedule:
7:30 – 8:10 am Registration/Breakfast – extra networking time!
8:10 – 8:15 am Announcements
8:15 – 9:15 am Program (start 15 minutes later)
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ONLY A WEEK AWAY
Members Only
Webinar
March 26
12:00pm - 1:00pm
The Ethical Gift Planner:
Avoiding Mistakes of Undue Influence Among an Aging Donor Base
Details & Registration
May 10
7:30 - 9:00am
Generational Cohorts in Philanthropy
Details & Registration
The charitable habits of generational cohorts differ. Learn how they difffer and how you can navigate those differences as fundraisers, advisors, and leaders of non-profits.
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