Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and share learnings.
This conversation will focus on:
- How can community foundation staff hold conversations with donors about the future of their funds, succession planning, and the power of multi-generational philanthropy?
- What are the best practices, tips, and success stories for conversations about donor succession planning?
Peer Discussion Leads
Vice President, Development & Philanthropic Services
Fairfield County's Community Foundation
Director, Philanthropic Advisor
The San Diego Foundation
To learn more about how you can connect with peers in the field, we encourage you to join the Philanthropy Exchange, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.