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Working with Professional Advisors: A 2022 Update
Presenters: Tina Tehranchian, The Donor Motivation Program®;
Florence Carey, BA, LLB, TEP, ICD.D, FI Carey Law Corporation;
Ross Young, ICP Planning Ltd.
CAGP has taught for years that if your charity is looking to raise funds from securities, insurance, donor advised foundations and bequests you need to have a network of advisors in wealth management, insurance, finance and estate planning. But many organizations’ strategy is a decade out of date. Planned giving committees, generic presentations with a non-charity educated advisor, holding advisor events that don’t result in gifts or donor referrals. Join a national panel of advanced philanthropic advisors who will share several ways you can build stronger relationships, more profitable networks and most importantly update your strategy to spend LESS time engaging advisors through committees and boards and achieve MORE results by learning how to work more effectively and efficiently together.
Originally broadcast on October 26, 2022
