The explosion of wealth in recent decades has given rise to increasingly sophisticated tools and vehicles for managing wealth and making philanthropic gifts. As a result, more and more donors are relying on professionals to advise them on both how and where to make gifts. We will examine the formal roles these advisors play in family offices, wealth management firms, philanthropic organizations, and consulting firms, as well as individuals and organizations such as giving circles that act as more informal advisors. We will also share practical tips that nonprofits of all sizes can use to identify and engage people who are advising prospective donors on their philanthropy and discuss strategies for finding constituents who can serve as powerful connectors for your organization.
Angie Stapleton, Research Associate, The Helen Brown Group - Angie joined the Helen Brown Group in 2015 and serves as a research associate. She began her professional career at Vanderbilt University in research and prospect development. She has also worked with several community nonprofits in grant-writing and event management. Angie holds an MPA in nonprofit management from Indiana University and an undergraduate degree in journalism from Middle Tennessee State University. She is a former director and past president of Apra MidSouth.
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