CPA - small firm
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Nonprofit Professional
This course will expand on the material covered in the presenter's Philanthropy 101 webinar to go deeper into details about starting a giving plan for personal use or clients and provide helpful tips on approaching the non-profit landscape.
This webinar will further explore insights into donor-advised funds, the world of impact investing, and how next-gen donors are approaching the philanthropic journey.
Please make sure that you browse the materials from the Philanthropy 101 webinar for basic-level details that will be expanded upon in this webinar.
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Recognize an example of a roadmap to develop a giving plan
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Give examples of how to navigate the multitude of causes and non-profits
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Recognize insights and trends regarding the next generation of philanthropists
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Evaluate education on the world of donor advised funds
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Outline an initial overview of impact investing and its intersection with philanthropy
Katie Collins
Pathway Philanthropic Solutions
Founder and Principal
[email protected]
With over twenty years of experience in the philanthropic sector, Katie is a proven strategist and relationship builder who helps high-net-worth individuals and families achieve their charitable goals and maximize their social impact. She has a deep understanding of the complex needs and dynamics of multi-generational families, as well as the diverse landscape of non-profit organizations and causes.
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