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Don’t be afraid of the advisors. Here is how to turn an unknown into an advocate.
September 25, 2017 @ 11:30 am - 1:00 pm
Get on the same page with your donor’s financial advisors and get better results. Cass Grange has played both roles. She will share her insights into how financial advisors think and how they are compensated. She will also speak about the motivations and objections of the attorneys and the CPAs. With experience in college fundraising and 21 years as a financial advisor, Cass can give tips and insight into working with all the advisors on your donor’s team.
Sr. Advisor Associate
Lucien, Stirling & Gray
Cass Grange is Senior Advisor Associate and Director of Business Development for Lucien Stirling & Gray, an independent, Austin-owned, investment advisory firm. Cass joined Lucien, Stirling & Gray in 1995 after working for St. Edward’s University as the Director of Major Gifts. She has an MBA in Business Communications from the University of St. Thomas, in St. Paul, Minnesota and a degree in journalism from the University of Nebraska. Cass holds the FINRA series 6, 63 and 66 as well as the Group 1 Life, Health & Disability insurance licenses.
She is a member of the gift planning committee for St. Edward’s University and on the endowment committee for the Catholic Diocese of Austin. She is the past president of what is now the Charitable Gift Planners of Austin and the past board chair for Family Eldercare.
Cass and her husband Tom have been married 32 years and have two sons in college.