When Advisors and Non-Profits Work Together Everyone’s a Winner

When Advisors and Non-Profits Work Together Everyone’s a Winner

As a professional advisor, when discussing estate or financial planning with your clients, do you routinely ask The Philanthropic Question?  When this initial conversation leads to a legacy gift for one or more nonprofit organizations, do you engage with the intended organization during the drafting stage? At the post-execution stage? Do you know the responsibilities of the non-profit during the post-death administration stage? 

Hear how these stages offer the opportunity for you to work with the many nonprofit organizations, while meeting your clients’ expectations to help them achieve their personal and financial goals, all of which enhance the value of your client relationships and catalyze positive change in the community.

About the Speaker:

In 2000, Nancy Baker left the practice of law for the nonprofit world. Since then, she has provided gift planning expertise to various organizations across the country, including California Academy of Sciences, The Nature Conservancy, NDI New Mexico, and Alzheimer’s Association, while working with countless donors to realize their philanthropy goals through legacy gifts from simple to complex. In addition to being a founding member of the New Mexico Planned Giving Roundtable, Nancy has led general development and gift planning workshops and been a speaker on a variety of topics for many organizations, locally and nationally, including National Association of Charitable Gift Planners, Chicago Council for Planned Giving. the National Land Conservation Conference, Santa Fe Community Foundation, Los Alamos Community Foundation, and Santa Fe Community College Foundation.  She currently acts as a consultant to provide a range of gift planning services to nonprofit organizations, professional advisors and donors to enable them and their donors or clients to realize the benefits of legacy gifts.