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Financial Advisors as Guiding
Stars To Philanthropic Giving


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  What Others Are Saying About This Report

"Professional Advisor relationships are key to the long term financial health of nonprofit
organizations, and are especially critical to the work of community foundations. This new
data is useful and clear, don’t create an Advisor outreach strategy without reading it"

- Peter Hero, Senior Advisor, Silicon Valley Community Foundation

"This inquiry is tour de force and must-read for the industry. The information is spot on and
is unique in getting to many of the deeper questions, barriers and challenges of this arena."

- Carla F. Dearing, past President & CEO of GivingNet, Inc.
(aka Community Foundations of America)

 

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