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Virtual Engaging Estate Planners and Other Professional Advisors- Tips and Best

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Virtual Engaging Estate Planners & Other Professional Advisors – Tips & Best Practices

What are the best ways to engage estate planners and other professional advisors about annual and planned giving? What is the appropriate role for a development officer to play when a donor suggests that he or she would like to make a gift? What are the common ethical rules that estate planners and other professional advisors follow when discussing a potential lifetime or testamentary gift? What are productive ways for development professionals to strengthen connections to professional advisors in our community? Come join us for a lively and interesting discussion!

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