How to work with your donor’s financial advisors to create the greatest impact.

by | Sep 21, 2021

 

 

On this week’s episode of A Modern Nonprofit Podcast, CEO Tosha Anderson invites David Foster,  CFP®, CAP® as her guest. David Foster is a financial advisor at Gateway Wealth Management of our client.

David speaks about, “How to work with your donor’s financial advisors to create the greatest impact”. He gives advice to listeners on should development officers ask for specific dollar amounts why or why not? He also hits on whether or not development officers should be afraid to ask about planned giving and how to be direct when asking about planned giving? Should you ignore your donor’s team of professionals, CPAs, Attorneys, Financial Advisors, when asking for large gifts? Or should you offer to reach out and get to know your donor’s professional advisors? You may think that getting a donor’s professional advisors involved will increase the time you spend and reduce the size of the gift you ultimately “bring in.” What are the three reasons the opposite is true?

These are just a few questions David answers, this episode is an interesting conversation with to experts in their fields.

This episode is a must listen.

Follow David’s career and reach out for any help with all nonprofit donor questions and more.

Here is how to get in contact with David Foster.

Website: gatewaywealthstl.com

Click on Talk with David

Email: David@gatewaywealthstl.com

Phone: 314-349-2711

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