Friend or Foe: The Fundraiser and the Financial Planner
Updated: Feb 10
Sarah sat down to talk with financial planner Ashley Reiter about how each of them work with donors. The conversation, “Friend or Foe: The Fundraiser and the Financial Planner,” was part of Leave a Legacy Minnesota’s Legacy Giving at Lunch Autumn Series.
Sarah and Ashely ask each other hard questions like: What do donors want when they plan their estate? How do you get paid? What values guide you when you work with clients/donors?
They also share the basic building blocks to creating a simple, mission-driven planned giving program for your organization and the key drivers of the financial planning profession that will help you improve your planned giving program.
We'd be honored to partner with you to create or refresh your planned giving program. Let us know how we can support you.