Alison Alter, PhD,
Independent Philanthropic Advisor,
Alter Advising, LLC

The Value of a Giving Plan
Ever had the feeling that your or your client’s giving has become reactive, unfocused and ineffective? A giving plan is one way to become more intentional about where to give, how much, how and why. In this interactive session, Dr. Alison Alter, an independent philanthropic advisor, will help you see the value of a giving plan and how it can serve as a particularly powerful tool for advancing planned giving and building meaningful relationships with your clients and donors.