Topic: Speaking the Same Language: Partnering with Professional Advisors
Featured Speaker: Josh Dukelow, Gift Planning Officer, Community Foundation for Greater Atlanta
From referrals to relationships, working effectively with professional advisors such as CPAs and Attorneys can bolster donor services opportunities. This conversation will explore what successful advisor partnerships look like in practice, how donor services teams support and navigate advisor relationships. Together, we will explore what strategies help build trust, clarity, and long-term collaboration. Expect real-world examples, candid lessons learned, and practical takeaways you can put into practice.
To learn more about how you can connect with peers in the field, we encourage you to join the Philanthropy Exchange, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals. Topi