BECOME A PHILANTHROPIST
FUNDHOLDER IMPACT
2023 Grants Resulting in $1.4M for Chippewa County
Wednesday, May 1
We're rolling out 3 TIPS this month for professional advisors! + Resources! 📒 These tips will keep your philanthropic clients engaged this spring. We know that busy schedules can let clients' financial focus slip a little. So, remind them that their financial team is here to help. 🪄
💯Engagement Tip #1:
You've told them, now show them the Impact of Giving.
📒Use our Annual Report showing how donors impacted the causes they care about last year.
📒Use our recent Advisors' Article to show how appreciated stocks grow so much more than one-time cash donations.
👇
📒Annual…Read more.
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