Advising the Next Generation of Donors: Strategies For Professional Advisors
Date and Time
Wednesday May 21, 2025
8:00 AM - 10:00 AM EDT
Wednesday May 21, 2025; 8:00 am – 10 am
Location
The Henry A. Wallace Center at the FDR Presidential Library and Home, 4079 Albany Post Road, Hyde Park, NY 12538
Fees/Admission
Registration is $55 per person. To purchase tickets, visit: https://cfhvny.fcsuite.com/erp/donate/list/event?event_date_id=3805.
Description
Join the Community Foundations of the Hudson Valley, in collaboration with the Dutchess County Bar Association, for a presentation on how professional advisors can adapt their evolving priorities from measurable social change to innovative giving models as next-generation clients and donors lead a shift toward impact-driven philanthropy. Presented by Stefanie Borsari, senior consultant at 21/64, this session will provide insights on engaging and advising next-generation clients, understanding their values and decision-making processes, and navigating the complexities of wealth transfer and philanthropic strategy. Registration is $55 per person. To purchase tickets, visit: https://cfhvny.fcsuite.com/erp/donate/list/event?event_date_id=3805.
Printed courtesy of www.dcrcoc.org/ – Contact the Dutchess County Regional Chamber of Commerce for more information.
One Civic Center Plaza, Suite 400, Poughkeepsie, NY 12601 – (845) 454-1700 – office@dcrcoc.org