Practical Training & Tips for Engaging in Philanthropic Conversations with Clients
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7/26/2017
When: July , 2017
5:00- 7:00 pm Pacific
Where: Home of Emily Scott
2288 Broadway St #6
San Francisco, California 
United States
Contact: Katharine Earhart


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Are You Seeking Practical Training & Tips for Engaging in Philanthropic Conversations with Clients?

Whether you’re an estate attorney, financial advisor or development officer for a nonprofit, you have the opportunity to engage in a values-based conversation with clients or prospective donors. Knowing how to frame the conversation is key.

Come join the San Francisco Chapter of Advisors in Philanthropy as we network AND engage in hands-on training.  You will have the opportunity to learn a concrete framework to begin the philanthropic discussion with your clients. You will also practice these skills in real-time during the evening.

Who: AIP Members and Prospective Members (For more on AIP’s mission, please visit the website: http://www.advisorsinphilanthropy.org/)

When: Wednesday, July 26th from 5pm to 7pm

Where: 2288 Broadway St #6; San Francisco (Home of Emily Scott)

Cost: Free for Members; $20.00 for non-members

What: An evening of networking AND training on engaging in philanthropic conversations as professional advisors and development officers

Hosts & Trainers: SF Bay Area AIP Leadership Team

 

Evening Agenda

5:00 – 5:30pm: Networking

5:30 – 5:40pm: AIP Overview

5:40 – 6:00pm: Practical Training #1

6:00 – 6:10pm: Re-Cap

6:10 – 6:30pm: Practical Training #2

6:30 – 7:00pm: Wrap-up & Networking