Session Description: Engaging Advisors: New Strategies

Gift planners have many opportunities to think outside the box as they build relationships with donors’ advisors. Learn from one of the nation’s top financial advisors about her most successful charitable partnerships, and consider innovative strategies from the healthcare sector. Then consider the critical steps for improving your own outreach to the advisors who have relationships with your best prospects.

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