Module #10: Trio of Topics-Professional Advisor Engagement, Family Philanthropy, & Grantmaking

$99.00

You will receive a downloadable ZIP file containing the course material. Please "Extract All" files and save to your desktop.

Module #10 of 12 of the Mastering Nonprofit Development: From Strategy to Success series

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You will receive a downloadable ZIP file containing the course material. Please "Extract All" files and save to your desktop.

Module #10 of 12 of the Mastering Nonprofit Development: From Strategy to Success series

You will receive a downloadable ZIP file containing the course material. Please "Extract All" files and save to your desktop.

Module #10 of 12 of the Mastering Nonprofit Development: From Strategy to Success series

Overview:

Maximize your nonprofit's impact by engaging key stakeholders in philanthropy, from professional advisors to family foundations and grant makers, with our comprehensive guide, “Professional Advisor Cultivation, Family Philanthropy, and Grantmaking.” This presentation is designed to help organizations enhance relationships, facilitate family philanthropy, and secure vital grant funding.

Key Features:

Professional Advisor Engagement: Learn how to cultivate relationships with key professionals, including accountants, CPAs, wealth advisors, and estate attorneys. These professionals play a pivotal role in advising high-net-worth clients on charitable giving strategies. Discover how to integrate philanthropic conversations into their practices and help them guide clients to make impactful donations.

Family Philanthropy: Explore ways to engage families in philanthropic discussions, from understanding their values to creating a family giving plan. This section highlights best practices for helping families establish giving goals, involve younger generations, and create a legacy of giving that aligns with their deeply held values.

Grantmaking and Grant writing: Ensure your nonprofit is grant-ready by evaluating key elements such as financial documentation, program evaluations, and organizational impact. Learn the essentials of writing compelling grant applications and how to engage grant writers to improve your chances of success. Also, gain insights into the “GiveTrust Common Application,” a streamlined tool for grant readiness.

Tips and Tricks: Each section includes practical tips on connecting with professional advisors, engaging families in philanthropy, and improving grant applications. From setting up meetings with wealth advisors to creating family volunteer days, this guide provides actionable strategies for strengthening relationships and securing funding.

Target Audience:

Ideal for nonprofit leaders, development teams, and grant writers looking to build stronger partnerships with professional advisors, engage families in philanthropy, and improve their grant readiness.

Outcome:

By the end of this presentation, you’ll have the tools and strategies to engage professional advisors, support family giving initiatives, and secure grants that help sustain and grow your organization.

Unlock new opportunities in fundraising with "Professional Advisor Cultivation, Family Philanthropy, and Grantmaking"!