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Partnering with a Community Foundation
As a trusted advisor, you want to provide the best options to meet your clients' needs - including their charitable giving goals. A community foundation can be a great partner to amplify your clients' giving and help them plan for their futures.

Join us for a webinar discussion as we explore the many benefits of partnering with a community foundation. Our panel of Wells Fargo advisors will share their top tips on what questions to ask your clients to assess their giving goals and priorities, and how foundations can help you create unique, personalized solutions for their needs. You will also learn more about the collaborative process of engaging with a community foundation, orientation and on-going relationship management. You'll be sure to leave with several tips for incorporating your clients' philanthropy into your practice!

Sep 23, 2021 11:00 AM in Central Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Saint Paul & Minnesota Foundation.