This course will expand on the material covered in the presenter's Philanthropy 101 webinar to go deeper into details about starting a giving plan for personal use or clients and provide helpful tips on approaching the non-profit landscape.
This webinar will further explore insights into donor advised funds, the world of impact investing, and how next-gen donors are approaching the philanthropic journey.
Learning Objectives:
Pathway Philanthropic Solutions
Founder and Principal
[email protected]
With over twenty years of experience in the philanthropic sector, Katie is a proven strategist and relationship builder who helps high-net-worth individuals and families achieve their charitable goals and maximize their social impact. She has a deep understanding of the complex needs and dynamics of multi-generational families, as well as the diverse landscape of non-profit organizations and causes.