Community Foundations of the Hudson Valley: Advising the Next Generation of Donors: Strategies For Professional Advisors
Name:
Community Foundations of the Hudson Valley: Advising the Next Generation of Donors: Strategies For Professional Advisors
Date:
May 21, 2025
Time:
8:00 AM - 10:00 AM EDT
Website:
Purchase Tickets Here
Event Description:
Join the Community Foundations of the Hudson Valley, in collaboration with the Dutchess County Bar Association, for a presentation on how professional advisors can adapt their evolving priorities from measurable social change to innovative giving models as next-generation clients and donors lead a shift toward impact-driven philanthropy.
Presented by Stefanie Borsari, senior consultant at 21/64, this session will provide insights on engaging and advising next-generation clients, understanding their values and decision-making processes, and navigating the complexities of wealth transfer and philanthropic strategy.
Registration is $55 per person. To purchase tickets, visit: https://cfhvny.fcsuite.com/erp/donate/list/event?event_date_id=3805
Presented by Stefanie Borsari, senior consultant at 21/64, this session will provide insights on engaging and advising next-generation clients, understanding their values and decision-making processes, and navigating the complexities of wealth transfer and philanthropic strategy.
Registration is $55 per person. To purchase tickets, visit: https://cfhvny.fcsuite.com/erp/donate/list/event?event_date_id=3805
