Advising the Next Generation of Donors: Strategies For Professional Advisors

Join the Community Foundations of the Hudson Valley in collaboration with the Dutchess County Bar Association for a presentation on how professional advisors can adapt their evolving priorities from measurable social change to innovative giving models as next-generation clients and donors lead a shift toward impact-driven philanthropy. Presented by Stefanie Borsari senior consultant at 21/64 this session will provide insights on engaging and advising next-generation clients understanding their values and decision-making processes and navigating the complexities of wealth transfer and philanthropic strategy. Registration is $55 per person. To purchase tickets visit: https://cfhvny.fcsuite.com/erp/donate/list/event?event_date_id=3805.

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