The Financial Planning Process - How it Drives Giving

This session will be occurring in person at Parkview Field- Tincaps Suite Level Lounge and is approved for 1 CFRE credits.

There remains a bit of mystery about financial planning. Why does it matter? How does it differ from other financial matters? What can it do for people in general and for nonprofits specifically? This presentation will answer these questions. Join us to learn why financial planning matters to charities and donors alike. Discover the difference between a financial plan and a retirement plan, and what a good financial planner can do for charitable organizations. Leave with a better understanding of what goes into a financial plan, how an advisor guides a donor through the process, and how it can drive charitable giving.

The day opens with lunch and networking before turning the floor over to the speaker, Alec. Time will be provided for questions throughout the event.

Event Venue & Nearby Stays

Parkview Field- TinCaps Suite Level Lounge, 1301 Ewing Street, Fort Wayne, United States