Episode 15: What Happens When You Refer a Client to Us? Building Trust, Growing Networks, and Match.com for Donors. A Conversation with CFSC's Vice President Angelique Leone.

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Looking Forward. Giving Back.

Elena Pullen-Venema

19 episodes

6 days ago

Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.

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Non-Profit

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Episode 15: What Happens When You Refer a Client to Us? Building Trust, Growing Networks, and Match.com for Donors. A Conversation with CFSC's Vice President Angelique Leone.

Looking Forward. Giving Back.

40 minutes 39 seconds

3 years ago

Episode 15: What Happens When You Refer a Client to Us? Building Trust, Growing Networks, and Match.com for Donors. A Conversation with CFSC's Vice President Angelique Leone.

What happens after an advisor refers a client to the Community Foundation of Snohomish County? What does "donor services" really mean? How can our team help your clients meet their perfect charitable "match"? (Think Match.com, but not in a creepy way ;-) ). Join us for a conversation with Angelique Leone, the Community Foundation's VP in charge of all things Donor Services. Hear about how she and we work with individuals and families by helping them make tax-smart donations today AND leave a meaningful generational legacy for tomorrow. Listen in, share your thoughts, and spread the word about charitable giving options on this episode of "Looking Forward. Giving Back."