Advisor outreach workshop

Building off the CF Professional Advisor Readiness Webinar, and the new KACF-Professional Advisor DVD, this in-depth, “nuts-and-bolts” workshop will take your advisor outreach effort to a new level. The goal: To put you in front of more qualified advisors, to confidently tell your story (directly and indirectly) at the right time and in the right way.

Attendees will:

- Build their own, customized Professional Advisor Outreach Plan

- Preview the CE-approved DVD and brain-storm on the various uses
- Learn how to get CE approval for future dates/presentations
- Learn and share best practices/ideas around professional advisor outreach
- Become more comfortable with planned giving vehicles and terminology so you can both confidently speak and interpret advisor-language
- Review the top two most likely complex asset gifts through case studies: Real
Estate and Closely-Held Businesses
- Have the opportunity to ask any and all critical questions to fill in the gaps

AGENDA

I. 10:00-10:15 Introductions and Goals

II. 10:15-10:20 Professional Advisor Outreach

III. 10:20-10:30 CF Professional Advisor Readiness – A Key Point Refresher

IV. 10:30-11:30 Previewing the DVD: Multiple Formats and Multiple Uses

V. 11:30-11:40 Learn how to get the DVDs CLE-Approved

Break – Lunch at 11:40

VI. 12:00-12:30 Peer Learning Groups: DVD Use and Advisor Outreach

VII. 12:30-12:45 Professional Advisor Outreach Plan: Step-by-Step

VIII. 12:45-1:15 Planned Giving: What Every Community Foundation Must Know

Break 1:15-1:30

IX. 1:30-2:15 Two Case Studies: Real Estate and Closely-Held Businesses

X. 2:15-3:00 Open Questions/Consulting

Presenter:

Bryan Clonz built a community foundation program where 90% of all new funds were referred by professional advisors. Additionally, he has consulted with more than 150 community foundations on professional advisor development – from $20K in assets to $2 billion+.

Registration fee: $35 KACF Members; $150 - non-members