Webinar for Financial Professionals

Understanding the Basics of Fundraising

Jun 18, 2021

Fundraising is an important part of the financial health for most non-profit organizations. Advisors who are fluent in the basics of fundraising philosophy and processes will better understand the financial needs of their clients and can help communicate this important information to board members.

In this webinar replay, advisors will learn how to leverage your experience working with affluent clients to provide guidance to non-profits, current fundraising trends, the basics of a fundraising program, and the importance of the board of trustees' role in fundraising.

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.

Growing Your Practice Through Opportunities With Charitable Organizations (Webinar Replay)

Endowment & Foundation Solutions for Advisors

Education for your clients

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

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