Rebecca Rothey

 

"I need to talk with my adviser first." With those words, gift officers embark on the sometimes-dreaded path into the dark woods of working with donors' professional advisers. In this session, Rebecca will share what she has learned during one-on-one meetings with over 500 estate planning attorneys, CPAs, financial advisers and trust officers over the past four years and from her certification as a Chartered Adviser in Philanthropy®. She will discuss advisers by their specialties, clients' net worth categorizations, and knowledge of philanthropy. What do advisers want from gift officers? How can we best approach getting the help we are hoping to receive from them? This brisk jaunt to the Emerald City (think more green!) will include detailed charts, adviser survey results, quotes, and specific examples to increase your knowledge and confidence when working with donors' professional advisers. We're off to be the wizards …

 

Learning Objectives:

1. Gain a deeper understanding of professional advisers by specialty area (estate planning attorney, CPA, financial adviser, and trust officer) as relates to your donors' and prospects' net-worth categorization by those advisers.

2. Learn about advisers' understanding of and views about philanthropy by specialty area and clients' net worth and how to use this information to more effectively help your donors consult with their advisers when considering gifts.

3. Understand, through specific examples and stories, what advisers often do and sometimes don't like about professional fundraisers and how to improve your interactions with and marketing to advisers based on this knowledge. 

 

CFRE: Approved for 1 point

CAP: Approved for 1 PACE credit