Partners in Philanthropy: Engaging with Professional Advisors
Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and share learnings.
This conversation will focus on engaging with professional advisors:
- What are some best practices and techniques to position professional advisors as partners in philanthropy?
- How can you maximize efforts to establish and foster relationships with professional advisors to serve donors?
Be prepared to share insights or ask questions in this interactive conversation on engaging with professional advisors. Save the date for Part Two: Engaging with Donors on Wednesday, September 21, 2022 from 12:00 PM - 1:00 PM Eastern.
Peer Discussion Leads
Vice President, Development & Philanthropic Services
Fairfield County's Community Foundation
Director of Donor Services
Montana Community Foundation
To learn more about how you can connect with peers in the field, we encourage you to join the Philanthropy Exchange, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.