Maximizing Professional Advisor Relationships: Fundraiser Friend or Foe

female executive sitting at conference table laughing as she interacts with colleagues.

Are you interested in working with professional advisors to increase your donor engagement or other fundraising efforts?

Do you currently work with some advisors, but want to learn how to best position their expertise for your organization?

Does talking to advisors intimidate you?

This session will go over ways to engage or enhance your engagement with professional advisors.

Attendees will learn:

  • The various types of advisors
  • What makes them tick and how they think
  • Top 5 myths in working with professional advisors
  • Charitable best practices in working with advisors

Please join Rebecca Dupras, JD (Fundraiser and Attorney) and Bryan Clontz, Ph.D., CFP®, AEP®, CAP® (Fundraiser and Financial Planner) on September 24th and 26th by registering below:

Register: Tue, 9/24 @ 12 noon EST
Register: Thur, 9/26 @ 12 noon EST
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