Talking with Donors About Their Legacy (and Creative Planned Giving Solutions!)

To work more closely with advisors and their clients, you need to know where they’re coming from. Learn how to work together with the advisor and donor to broaden their perspective on creative charitable solutions. In turn. learn how to navigate complex charitable conversations with advisors and donors and know what questions you should be asking to secure the most advantageous gift for the donor and your organization.

Presented by:

Kate McKenzie--The Pittsburgh Foundation
Nicole L. Phatak, Esq--Cohen & Grigsby
Amy B. Razem--The Pittsburgh Foundation