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Donor Education Event - topics and speakers?
Hello all, We plan to host a donor education event in the fall and are looking for topics and speaker ideas. We had three of these events pre-covid. The topics were ESG investing, how to engage the next generation/family philanthropy, and the importance of capacity-building support. We are open to any topics and speaker…
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Women in Philanthropy education session
Hi all, We offer a donor/fund holder education series and this fall we'd like to host a session with the topic of Women in Philanthropy. Women often lead the philanthropic direction for their household and traditionally live longer. In this session we'd like to educate and empower our female fundholders in their charitable…
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Donor Handbook
Does anyone have a Donor Handbook or collected materials you could share? This would be specifically for stewardship of new fundholders - something you may provide them that explains fund administration services, policies, fund statement examples, how to fundraise for their fund, an outline/timeline of how/when funds reach…
