Philanthropy, Financial Planning, and Year-End Giving, with Kurt Peterson, CFP

As we are quickly approaching the year-end giving season, it's more important than maybe any time in recent history that nonprofits understand how to effectively engage with high net worth donors and members of their communities. 

That's why I was so excited to sit down recently my good friend, Kurt Peterson. Kurt is a Certified Financial Planner (CFP), a Chartered Retirement Planning Counselor (CRPC), and an Accredited Asset Management Specialist (AAMS). Kurt is First Vice President - Investments at Wells Fargo Advisors in the Woodbury, MN area. He is also a committed family man and accomplished athlete. 

In this conversation we spoke with Kurt about:

1. Why year-end giving in 2020 might be different from other recent years.
2. How nonprofit organizations can create more win-win giving opportunities with donors by engaging financial advisors in the process.
3. Why it often makes more sense to ask donors to give from their assets instead of their cash accounts. 
4. How nonprofits can better engage and connect with financial advisors to benefit both their donors and the organizations they serve.

You can check out this 2020 Year End Planning Guide, which includes great information on year-end charitable giving.

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