On this week’s episode of A Modern Nonprofit Podcast, CEO Tosha Anderson invites Elliot Dole as her guest. Elliot Dole is a Wealth Advisor at Buckingham Wealth Partners. Elliot Dole speaks on, “Why Wealthy Donors Don’t Give More”, and goes into detail on many aspects of this topic. He states what research professional advisors report believing holds back wealthy clients from making larger charitable gifts? Elliot also tells listeners from his experience what the wealthy donors themselves report is holding them back from making larger gifts to charity? Tosha asks Elliott what can advisors do to help donors get more comfortable making larger gifts? And on the flip side what can charities do to help donors get more comfortable making larger gifts?
This episode is a great listen.
To reach out to Elliott Dole @ buckinghamwp.com