This 3 hour in-person training course takes place online, allowing flexible learning for participants.
The purpose is to inform and educate fundraisers who work with (U)HNWI, to understand the role of private client professional advisors (private client advisors, wealth management, private banking, independent financial advice, tax and legal sectors, and family offices) to (U)HNWI; and how to strengthen professional relationships that will transform their fundraising.
With an emphasis on the use of business case language, the course will enhance communication focused on how to identify and meet the needs of advisors’ clients.
This highly interactive course will make use of case studies on how fundraisers can address solutions to challenges in innovative and collaborative ways.
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Our research reveals that ultra high net worth individuals give 17 times more when supported by their professional advisors on their donor journey.
And yet a gap exists between the fundraising and professional advice communities, with both parties suffering from a lack of information and knowledge about how the other operates.
Bridging this gap can add significant additional value to your fundraising efforts. Our highly interactive training session is designed to give you the knowledge and skills to strengthen your relationships with professional advisors, such as wealth managers, IFAs, tax advisors and lawyers. In turn, this will help support their clients on the donor journey.
By attending this workshop, you will:
• Learn how professional advisors work –understand their values, goals and motivations
• Discover how to make the fundraising sector more innovative and collaborative
• Understand the types of advice and services needed on a philanthropic journey
Register for the course here: