Skip to main content
Register

Join Emily Rasmussen, Founder & CEO of Grapevine, when she shares her insights gained from over 15 years in the nonprofit and philanthropy sectors, focusing on diversifying and democratizing philanthropy through Giving Circles and the collaborative giving movement. Emily will do a demo of the Grapevine platform, guiding attendees on how to get started with Grapevine to set up their own client Giving Circles for their client community, nextgen families, and teens. Emily will be joined by Jennifer Failla, Principal Analyst and Financial Planner at Strada Management, and Kristin Underwood, Client Experience Manager at Strada Wealth Management, who will share their experiences and perspectives on just recently launching a client Giving Circle. Don’t miss this opportunity to attract and engage new clients while deepening your relationships with them and their family members through collaborative philanthropy!

Register for Webinar

Form container
Personal Info
Complete the form below
Name
Check all the boxes for the type of CE credits you require?
Survey Data
A CFP ID number will be required in order to receive CE credit for this webinar.
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.