Why Should We Engage Professional Advisors with our Nonprofits?

Hands hugging a tree

👩🏽‍⚖️ Professional advisors have been secured by over 90% of individuals who are writing or updating their #estateplans when they are including charity in those plans.

📰 Inbox me for the #research papers (Anderson, et al, 2018) (Giving USA, 2019) (Burns, et al 2020).

🎁 🎁 🎁 Anecdotally, this past week, I saw three more #gifts made possible to support groups of which I'm a part thanks to the work of #legal and #financial advisors.

===> Sometimes the #philanthropic advisors are key, too.

🎂 I find it worthwhile to celebrate and connect with these individuals especially to provide reporting and confirmation that the #assets transferred to the #charity well taken care and invested in the manner requested. 

Some hashtag#advisors I had the opportunity to connect with this week include: Amy F. Steerman LLC, Benjamin Jerner, Ted Greenberg, Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, Keisha Price CPA, MST, CFP®, Mark Katelhon, Jason Ocoma, Fernando Gonzalez, Thomas Moore, CAP®, and more. Thanks for all you do.