Summary: As we are quickly approaching the year-end giving season, it's more important than maybe any time in recent history that nonprofits understand how to effectively engage with high net worth donors and members of their communities. That's why I was so excited to sit down recently my good friend, Kurt Peterson. Kurt is a Certified Financial Planner (CFP), a Chartered Retirement Planning Counselor (CRPC), and an Accredited Asset Management Specialist (AAMS). Kurt is First Vice President - Investments at Wells Fargo Advisors in the Woodbury, MN area. He is also a committed family man and accomplished athlete. In this conversation we spoke with Kurt about:Why year-end giving in 2020 might be different from other recent years.How nonprofit organizations can create more win-win giving opportunities with donors by engaging financial advisors in the process.Why it often makes more sense to ask donors to give from their assets instead of their cash accounts. How nonprofits can better engage and connect with financial advisors to benefit both their donors and the organizations they serve.You can check out this 2020 Year End Planning Guide, which includes great information on year-end charitable giving.Special Offer From Our Episode Sponsor, Velocity Strategy Solutions: You have people working in ways they’ve never worked, with people they don’t know, and for managers and leaders they’ve never met around projects they may not understand.The reality is the only thing your competitor doesn’t have is your team. But if you don’t utilize them well and position them for success, you’ll send them looking for better opportunities elsewhere. It’s time to optimize your talent.You can use the code RAINMAKER to get your FREE personalized talent assessment from Velocity Strategy Solutions today!
