Call-to-Action: Invite our team to present for your firm
From top right: Aubrey Marquis, former donor services officer with The Community Foundation of Westmoreland County greets attendees of the Westmoreland County Bar Association's conference; a flyer for a presentation to the Financial Planning Association; Amy Razem, assistant director of Development and Donor Services presenting at the Westmoreland County Bar Association's annual conference; Presenters Shana Bielich, David J. DelFiandra and Kate McKenzie, senior director of development and interim director of donor services for The Pittsburgh Foundation; the audience of the Estate Planning Council presentation; Sara Swaney and Amy Razem.
We know how important the relationships between professional advisors and their clients are, which is one of the reasons our Development and Donor Services team at The Pittsburgh Foundation regularly gives presentations that offer support and guidance to advisors working to support clients’ charitable goals and legacy planning.
You can invite our Development staff to present for you and your colleagues, whether it’s at a small firm or for a larger professional association and we share transferrable skills and tools and discuss charitable resources at the Foundation. For example, Senior Director of Development and Interim Director of Donor Services Kate McKenzie spoke to the Estate Planning Council and the Financial Planning Association this year, presenting alongside a financial planner and an estate attorney. She highlighted how a small team can work together to overhaul a client’s giving plan in a way that reduces taxes and supports causes close to the donor.
In addition, Assistant Director of Development and Donor Services Amy Razem, and Development Officer Sara Swaney presented to the Pittsburgh Planned Giving Council earlier this year on the importance of creating a charitable giving legacy that aligns with donor values. Most recently, Razem presented at the Westmoreland County Bar Association’s Bench Bar Conference where she demonstrated techniques on values-based discussions, showing how they can deepen the advisor-client relationship and she shared information on how the Foundation can support their clients’ legacy through planned giving.
“Our team welcomes the opportunity to support professional advisors,” Swaney says. “We value our partnerships with them because we know that by working together, we can help individuals and families reach their philanthropic goals and build legacies that will last forever.”
We encourage you to reach out and invite our Development staff to present for your colleagues or professional groups that may benefit from learning more about charitable giving solutions. Presentation topics range from case studies on how to work collaboratively with a client’s trusted advisors to support charitable goals and legacy, to interactive exercises utilizing values-based discussions to sharpen advisors’ skills so you can deepen work with clients.
Contact a member of our development team or email us at development [at] pghfdn.org (development[at]pghfdn[dot]org).
