This interactive session will focus on what individual donors want and how to use that knowledge to maximize their support, both on a current basis and for long-term transformational legacy planning. You will hear real-life case studies and be able to identify certain situations, common to your own donors, and learn strategies to help donors implement similar transactions themselves. This session will help you in building long-term sustainability for your own organization.

Geoffrey Close, CIMA, CPWA, CAP, is a retired First Vice President and Wealth Advisor with over 40 years' experience as a client facing advisor with Morgan Stanley, serving affluent clients and institutions. He specialized in working with local non-profit organizations assisting them in developing long-term sustainability by building out endowments through planned contributions from loyal donors. In his career, he was an early adopter of integrating the use of Institutional Portfolio management with affluent families and smaller institutions.

The Zoom will launch at approximately 8:50 am. The program will begin at 9:00 am.

Approved for 1 point in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

*Mark your calendar! We will host a Continuing the Conversation zoom meeting with our guest speaker on Thu, Apr 27 at 12 pm. All those who register to attend this session will be invited to RSVP via email after the event.*