Arlene Cogen

Getting professional advisors onboard with philanthropy is about connecting with advisors through numbers. You are all familiar, when a donor commits to making that significant gift and says, “I am going to check with my advisor.” And they should. Connect with advisors where it counts, in the numbers. In this session: * Learn how to engage with advisors, with the numbers and facts that add value to their practice. * Learn the importance of philanthropy from their perspective. * Learn which gift planning techniques can help them solve difficult family issues and leave a legacy in the community.