What Every Financial Advisor Should Know About Working with Nonprofits

Nonprofits play a vital role in strengthening our communities, but behind every successful mission-driven organization is a need for sound financial guidance and fiduciary stewardship. In this session, we’ll explore the essential knowledge every financial advisor should have when partnering with nonprofit clients. This presentation will equip you with the tools to serve as a trusted advisor while ensuring compliance, transparency, and impact. We’ll also discuss the evolving philanthropic landscape, key risks and opportunities, and how financial professionals can support long-term sustainability for nonprofit organizations. Whether you're advising a foundation, working with a board, or simply curious about aligning your expertise with purpose, this session is designed to inform and inspire.