Community foundations are asked to guide families through many points of inflection and reflection in their philanthropic journeys. In those moments, families can embrace proven practices and advance momentum or stall out due to uncertainty and lack of clarity. How can you as a philanthropic advisor forecast those points of inflection and prepare your donors for more informed decisions?
NCFP’s new Family Giving Lifecycle Toolkit gives donors—and you as their advisor—tools to lead a lifetime of purposeful, meaningful, and effective philanthropy. In this interactive call, Nick and Tony will provide an overview of the toolkit, discuss how families and advisors are using and adapting its resources, and help you think about how to incorporate it into your community foundation’s philanthropic services. As you register, we encourage you to send questions about the toolkit and notes if you’d tried using any its resources.
This will be an interactive call hosted on Zoom meeting. The recording will be available after the call.