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Empowering Financial Advisors to Support Giving Circles
Guest Expert: Emily Rasmussen and Michael Goldman, M.A., CFP®
Date:
Attendee's Excellent Rating: 89%
Webinar Replay Description

In this webinar, financial planner Michael Goldman and Emily Rasmussen from Grapevine.org talked to financial advisors who are passionate about supporting their clients' chari

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:

"Enjoying hearing about the Giving Circle, a great way to encourage people to contribute. Nice to have options to remind or reinforce giving.

Emily was amazing, great concept."
- Kathleen P.

Giving Circles are perfect for furthering my philanthropic efforts and those of many clients and friends
- Daniel G.

Small groups can accomplish a lot when it comes to donating to things that are important to them.
- Robert G.

I was not aware of Giving Circles. They are a great idea, similar to the Kiwanis club I am a member of. We provide grants and services to people and organizations. Giving Circles are a great version of that concept.
- Dennis R.
Comments
A few comments from listeners when they were asked what the learned from the webinar:

"Enjoying hearing about the Giving Circle, a great way to encourage people to contribute. Nice to have options to remind or reinforce giving.

Emily was amazing, great concept."
- Kathleen P.

Giving Circles are perfect for furthering my philanthropic efforts and those of many clients and friends
- Daniel G.

Small groups can accomplish a lot when it comes to donating to things that are important to them.
- Robert G.

I was not aware of Giving Circles. They are a great idea, similar to the Kiwanis club I am a member of. We provide grants and services to people and organizations. Giving Circles are a great version of that concept.
- Dennis R.
Empowering Financial Advisors to Support Giving Circles 09-05-2024