Having the right advisors and working well with them makes it possible to successfully manage your philanthropic assets, comply with the law, and be an effective grantmaker. This webinar shares a variety of helpful tips for how to choose and evaluate advisors, how to maintain a good working relationship and how to know when it’s time for a change. Speakers include Dawn Dobras, a trustee of the Stocker Foundation, who recently led her foundation through the selection of a new investment manager, and Patricia Angus, a New York-based philanthropy and family governance consultant who has worked with numerous families as a lawyer, wealth advisor, and independent consultant. She authored the National Center’s Passages Issue Brief titled “Family Governance: A Primer for Philanthropic Families,” and co-authored “Family Governance Meets Family Dynamics.”
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