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Coffee Talk: Working with Professional Advisors

Working with professional advisors is a valuable part of your team's development strategy and a tool that can take your work to the next level. Some foundations have been working closely with professional advisors for decades, while others are just getting started. Whether you're just getting started or have been engaging professional advisors for years, we hope this webinar will add value to your organization.  During this Coffee Talk, we touched on some of the following questions:

  • What role do professional advisors play in your organizations?
  • What are some ways foundations can help professional advisors and their clients?
  • What approaches have you seen work or not work in your engagement with professional advisors?
  • Do you hold events, programming, or educational opportunities for professional advisors?

Grab some coffee and watch today!

About the Author

Margaret is Foundant's Manager of Client Services, Strategic Advancement. Before joining Foundant, she spent much of her career on the road as a Major Gifts Officer. Most recently she was the Director of Development for George Washington University’s (GWU) School of Business where she managed a team of four frontline Major Gift Officers, in addition to contributing to a recently closed $1B Campaign, Making History, through her portfolio of principal and major gift level donors. Before GWU, Margaret worked at Georgetown University on the Major Gifts Team and with Grassroot Soccer Inc. in Cape Town, South Africa working on their grant writing and fundraising efforts. Margaret has a graduate certificate in Nonprofit Management from George Washington University and a B.A. in Religion from Middlebury College. She is actively involved with her alma matter serving as the D.C. Chair for the Alumni Interview Volunteer program for Seven Years before moving back to Montana and continuing her role as an alumni volunteer.

Profile Photo of Margaret Owen Spiak