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Generosity’s impact: Conversations on meaningfully mobilizing donor-advised fund dollars
Helping your clients starts with having great conversations. In this session, we will explore how to develop a thoughtful approach to guide clients as they clarify where God is calling them to mobilize their giving resources. This moderated panel discussion will highlight frameworks and recommended resources to assist you in having hopeful and meaningful client discussions around the causes they care about.

You will have the opportunity to gain knowledge to strengthen client
relationships and earn one hour of CFP® and CKA® credit. Certificates of completion are available upon request.

Oct 11, 2023 03:00 PM in Eastern Time (US and Canada)

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