Greetings from DC

I am speaking here at the Association of Advanced Life Underwriting on how advisors and nonprofits can partner with board level wealth for inspired outcomes - like financial security for the family, more fulfilling lives, and greater social impact via the nonprofits that the family loves, leads, and supports. To get to these results takes vision, passion, and advanced planning. Who has all that? Few do, so we need to partner, not around a pitch, an ask, or a product but around the vision of a better life in a better world that brings the board level donor to the table with this particular nonprofit. When we (donor, fundraiser and advisor) align on vision, the case becomes an estate planning case, a business continuation case, or a financial planning case whose strategies are optimized around not only personal but also around civic goals. What this means in practice is that gifts increase by several orders of magnitude, with donors who are delighted to have all this done without having to sacrifice their other goals. Who does such holistic work now? Few. Very few. So I go from place to place with this talk, making a convert here and there.

Comments

[Kia]

Let me know you're coming next time.

[Phil Cubeta]

I am so sorry not to have thought of that. It would have been a pleasure to see you.

[Will Smith]

I'm building my entire financial advising practice around advancing philanthropy and it has been a rebirth of energy for me. I would love to hear more about the work that you do. Thanks! -Will

[phil]

Thanks, Will. I basically teach philanthropy to advisors and fundraisers as part of the Chartered Advisor in Philanthropy program offered through the American College.