AFP CA, Greater San Fernando Valley Chapter Event: Working with Professional Advisors to Grow Major and Planned Gifts

June 6, 2024 | 12:00 - 1:30 p.m.

Whether you are a fundraiser or a professional advisor, you will gain insights from both perspectives. With more than 70 years of experience between them, Robert and Paul will share what they have learned over their careers.

There is a common misconception that fundraisers and professional advisors are in competition with each other when working with high net worth individuals. They will dispel this myth and share the advantage of using a collaborative approach that benefits donors and clients. Having worked with 563 advisors in NY and NJ to raise millions of dollars for one organization, Robert will offer his seven proven ways to develop support from advisors that leads to new major and planned gifts. They will also present steps for advisors to follow with their clients and non profits to grow their practice.

Join us and bring your experiences to share during the session - whether good or bad - so we can hear what has worked for you or uncover any issues and how to overcome them.

About our Speakers

Paul Hansen, CFP, ChFC, CAP, CLU, QPFC
VP, Financial Advisor, Insurance Planning Director, Financial Planning Specialist
Morgan Stanley

Robert Wahlers, MA, CFRE
President
Peak Philanthropy