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Re: Agency funds training
Posting the recording of the webinar we hosted in case it's helpful for anyone else providing proactive resources/education to their nonprofit agency funds.2 -
Fund liaison assignments for donor stewardship
We are developing a "fund liaison" program at our community foundation to more proactively serve our fund holders and make sure they know their "person" at the Foundation and we c…2 -
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 househo…1 -
Agency funds training
Hi all, We're creating a webinar for our nonprofit agency funds to review the basics of the funds (if they're new to the org/org's board, or need a refresher), answer FAQs, and remind them of the non…1 -
White label marketing material company
Hi there, We're looking at companies that offer white label marketing materials for both professional advisors and for legacy society members. What are you using? We know Embolden has an option for p…2
