Empowering Financial Advisors to Support Giving Circles
Guest Expert: Emily Rasmussen and Michael Goldman, M.A., CFP®
Date:
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
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.
"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
Attendees Comments:
"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.