Client Conversations, the Role of the Donor Advisor

Lanier Thomas, head of the firm’s Wealth Management team, presented “Client Conversations, the Role of the Donor Advisor,” to the Deans and Associate Deans of the various colleges at California State University, Fresno.  The talk focused on communication skills and techniques designed to help donors clarify their passions and purpose in giving.  Topics included basics of planned giving strategies and the current thinking from the planned giving community on strategic philanthropy.