Working with a Donor’s Financial Planner Webcast Recording
Are you having more conversations with donors’ financial council? It is important to know how to talk with your donor’s financial council effectively to ensure a successful gift planning process, especially as more gift officers find themselves conversing directly with financial advisors and certified public accountants. Join us to hear from an expert planned giving instructor as she describes the financial planning process and what you need to know to lead productive conversations with donors and their council. You will come away with: A deeper understanding of financial and longevity planning considerations How FAs, CPAs, and attorneys can influence the gift planning process Talking points you can use with these critical team members
