Events and Opportunities to Engage

Dec
4

Becoming the Trusted Advisor: Professional Advisors and Community Foundations

December 4, 2019,
10:00am to 11:30am
PST
Online

Upwards of 80% of new funds come to community foundations through referrals from professional advisors. Join us for this conversation on how smaller community foundations cultivate and sustain relationships with professional advisors to become the go-to trusted philanthropic advisor. We'll hear from Elena Pullen Venema, Director of Gift Planning at the Community Foundation of Snohomish County, who has developed and stewards relationships with 300+ professional advisors in Snohomish County.