This session is geared for nonprofit development professionals and executive directors looking to enhance their major gift and planned giving programs. Panelists include Bill Boatwright (Davis Brown Law Firm), Angela Reed (Tarbell & Co., P.L.C.), and Ashley E. Shafer (The 801 Group at Morgan Stanley).
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.
