The Winning Team of Philanthropy

Description

High net-worth donors often have a team of professional advisors counseling them and their families. This panel will explore the issues that can arise in establishing great working relationships between fundraisers and professional advisors, and what it takes to work as a team. It will present an actual case study involving the panel members: the donor; the nonprofit professional; the estate attorney; and the accountant. Take-aways: -Working as a team -How nonprofits and professional advisors can work together -Learn how to protect donors’ interests and maximize philanthropy