One Valley Many Voices

Professional Advisors

SAVE THE DATE for our next professional advisor seminar!

From Scarcity To Abundance

2014 Professional Advisor Seminar Speaker  J Russell ShawWednesday, November 19, 2014
8:00 a.m. – 10:30 a.m.
University Center on the WSCU Campus
North Conference Room
Breakfast included -Earn Continuing Ed Credits

Your presenter: J. Russell Shaw, Senior Trust and Fiduciary Specialist, Wells Fargo Private Bank Philanthropic Services

Download the invitation for more information (PDF)

  • HOT TOPICS – including Legislative Initiatives in 2014 and National Trends in Giving
  • UNDERSTANDING YOUR CLIENT’S PHILANTHOPIC “WHY”
  • PLANNING TOOLS TO MAKE A DIFFERENCE FOR THE GUNNISON VALLEY
  • LEVERAGING the Community Foundation to build stronger relationships with your clients
  • TANGIBLE TOOLS AND TAKEAWAYS you can use right away

More resources coming soon!

Our goal is to have the website be a resource for the whole community – please visit often to learn what the Foundation can do for you, about the work our vibrant nonprofit community does and about our community projects.

It will be easy for you to add a beat to the philanthropic heart of our community.

Materials for you and your clients