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Better Board Planning Ensures Better Results
Tue, 08 Dec 2020
11:00 AM - 12:30 PM

At the Heart: Gender Justice and the Philanthropic Response to COVID-19
Thu, 10 Dec 2020
1:00 PM - 2:30 PM

Using Photo Voice for Grant Writing with Mabel Gonzalez
Wed, 16 Dec 2020
9:00 AM - 11:00 AM


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Popping the Question: Exploring the Philanthropic Conversation with Donors, Professional Advisors, and Nonprofit Organizations
Join us for this special session designed to explore and get past the closed-ended question, “Do you want to leave anything to charity?”, and help the client or donor explore how their personal interests, culture, and values might be reflected with a lega

Thursday, November 12, 2020 2:30 PM - 4:00 PM

Both professional advisors and nonprofit development professionals conduct conversations with their clients/donors regarding planned giving. What those conversations look like can be very different, depending on which role you occupy. While it is fundamental to conducting successful planned gift conversations from either perspective to consider assets, family needs, business interests, and tax implications, there is room for a deeper conversation. This session is designed to explore that deeper conversation, to get past the closed-ended question, “Do you want to leave anything to charity?”, and help the client or donor explore how their personal interests, culture and values might be reflected with a legacy gift. Together, we will explore how you might shape your interactions whether your perspective is that of a professional advisor with your clients, a nonprofit fundraiser with your donors, or a nonprofit board member seeking professional advice so that the conversation becomes deeper and results in a more fulfilling experience for everyone involved.

 

Panelists:

  • Kristina Alley, CFP, Partner, Santa Fe Advisors
  • Julia Peters, JD, Chief Counsel & Partner, Avalon Trust
  • Bruce Larsen, Philanthropist
  • Tony Fox, VP of Institutional Advancement & Scholarship, LANL Foundation
  • Nancy Baker, JD, President, Philanthropy Solutions by Design, LLC
Location: Zoom
Fees: No Cost
Calendar: Nonprofit Events and Technical Assistance
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