Advising Next Generation of Donors: Strategies For Professional Advisors


The Henry A. Wallace Center at the FDR Presidential Library and Home

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: cfhvny.fcsuite.com/erp/donate/list/event?event_date_id=3805.