Webinar for Financial Professionals

Growing Your Practice Through Opportunities with Charitable Organizations


Mar 11, 2021

If you’re an advisor traditionally focused on high-net-worth clients, the endowment and foundation space can be a natural area for growth. With more than 1.3 million 501(c)(3) organizations in existence there are plenty of non-profits that could benefit from working with financial advisors. Watch our webinar replay where Nicholas Cintineo shares specific examples of how you can grow your practice as a valuable resource to non-profits.

Education for you

We’ve been working with advisors like you for more than 20 years, so we know it takes more than great investments to stand out. We offer specialized resources to help you grow your practice with business owners, non-profits, and more.

Understanding the Basics of Fundraising (Webinar Replay)

Endowment & Foundation Solutions for Advisors

Education for your clients

We’ve been working with advisors like you for more than 20 years, so we know it takes more than great investments to stand out. We offer specialized resources to help you grow your practice with business owners, non-profits, and more.

5 Micro-Fundraising Strategies

The Importance of a Gift Acceptance Policy

Four Trends Influencing Non-Profit Success in 2022

Five Tips and Tricks for Keeping Board Members Engaged

Dealing with Inflation as a Non-Profit

Want regular insights into financial planning and investing-related topics?

Subscribe

Share

Sign up to receive the latest financial planning and investment tips and news.

View all Preferences