September 19, 2023 – Getting Donors Across the Finish Line

September 19, 2023 @ 11:30 am – 1:30 pm
Missouri Athletic Club- WEST
1777 Des Peres Rd
Des Peres
MO 63131
Erica Donermeyer

September 19, 2023

Getting Donors Across the Finish Line

Moderator: Dustin Gaj

Panel: Adam Ford, Josina Green, Dwight Canning,

This panel will use their extensive experience working with high-net-worth donors to highlight how a development professional and advisor (whether you’re an accountant, wealth advisor, development professional, attorney, etc.) can support a donor in realizing and executing their charitable goals through varying strategies and deployment of complex asset types.

The discussion will give an overview of a professional advisor’s role in identifying/recognizing a charitable client and building that relationship to help them accomplish that goal.  It will also discuss how development professionals can build relationships and partnerships with other grantmaking institutions to broaden funding opportunities and get their organizations funded and named in testamentary documents.

Learning Objective(s):

Provide attendees with a deeper understanding of strategies they can use to work with advisors and other grantmaking institutions to help donors realize their motivation for why they give & the most effective implementation strategies.