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Advising the Next Generation of Donors: Strategies For Professional Advisors

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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.

The Henry A. Wallace Center at the FDR Presidential Library and Home
4079 Albany Post Road
Hyde Park, NY 12538
United States

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