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Curated for Me

Leading with Philanthropy: Helping Advisors Better Serve Their Philanthropic Clients

Community Foundation Boulder County
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Endorsed by Curators:
Oct 12 4:30PM - 6:30PM

Leading with Philanthropy: HelpingAdvisorsBetter Serve Their Philanthropic Clients


**Please note the date correction of Oct. 12th**


Please join us for a presentation on the various ways the Community Foundation Boulder County can partner with you to accelerate philanthropy. This event is specifically for professional advisors.

During this session, we will explore:

  • Donor-Advised Funds - Financial Advisors can now manage their clients Community Foundation donor-advised fund.

  • How to have beneficial conversations about philanthropy with your clients. This will include strategies about how to bring up philanthropy with clients and deepen relationships while growing community impact.

  • How to help your client leave an inspiring legacy to the community through their planned giving.

  • Ways your entrepreneurial clients can give back through Pledge 1% Colorado.

Plus, you'll have the opportunity to connect with other professional advisors in Boulder County.

The Oak Room - Oskar Blues Brewery

1800 Pike Road, Longmont, CO 80501

Parking available off Pike Road

*Please note this event is at the Oscar Blues Brewery location, not the restaurant location.

Upcoming Events

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Endorsed by Curators:
2017 Boulder County TRENDS Report Tour

2017 Boulder County TRENDS Report Tour

Nov 08 12:00PM - 1:00PM

Thank you for your interest in attending one of our free community presentations of the 2017 Boulder County TRENDS Report. Please click the register button to complete your registration.

 
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Endorsed by Curators:
2017 Boulder County TRENDS Report Tour

2017 Boulder County TRENDS Report Tour

Nov 13 4:00PM - 5:00PM

Thank you for your interest in attending one of our free community presentations of the 2017 Boulder County TRENDS Report. Please click the register button to complete your registration.

 
Write a Review
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Endorsed by Curators:
2017 Boulder County TRENDS Report Tour

2017 Boulder County TRENDS Report Tour

Dec 04 5:30PM - 6:30PM

Thank you for your interest in attending one of our free community presentations of the 2017 Boulder County TRENDS Report. Please click the register button to complete your registration.