Session Description: Riley Case, Part 3: Your Opportunity with Families Like the Rileys – Phil Cubeta & Bryan Clontz

Within 50 miles of the Rileys are a fundraiser for their university, the pastor of their house of worship, the executive director of a small nonprofit on whose board Mary sits, a community foundation, a religious foundation, and an office for a national gift fund. Who has the greatest opportunity? Whose planning process and metrics support such work? Who will or should step forward, when? And who will collaborate with whom? Finally, in your own database, how many Riley families do you have? And how can you help them make a multi-million dollar gift to your organization?

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
CFP: Approved for 1 hour