Although the number of Americans giving to charity is on the decline, a smaller and more affluent circle of supporters have been stepping up to make a difference.

With the number of Americans giving to charity on the decline, many nonprofits including healthcare organizations rely on a smaller and more affluent circle of supporters to meet their fundraising goals.

With the number of Americans giving to charity on the decline, many nonprofits including healthcare organizations rely on a smaller and more affluent circle of supporters to meet their fundraising goals.

On July 27, 2021, Orange County Advisors in Philanthropy held its first in-person event in more than a year. An online audience also joined the program, which focused on how a trusted wealth advisor can retain multiple generations of a client family by supporting and encouraging their philanthropy.

An important goal of a successful multi-generational wealth advisor is to position philanthropic clients for the transfer of their wealth and legacy to the next generation.

Doug will share his experience and insights, serving on multiple local and international foundation boards, including his own family’s. Our interactive conversation welcomes your questions.

Doug will share his experience and insights, serving on multiple local and international foundation boards, including his own family’s. Our interactive conversation welcomes your questions.

Doug will share his experience and insights, serving on multiple local and international foundation boards, including his own family’s. Our interactive conversation welcomes your questions.

Doug will share his experience and insights, serving on multiple local and international foundation boards, including his own family’s. Our interactive conversation welcomes your questions.