Succeeding with your Successor Advisors

Many families establish donor-advised funds to create a multi-generational culture of philanthropy within their family structures.  As stewards of these funds and managers of these relationships, community foundations play a critical role in establishing succession plans that meet the needs of the donor and are aligned with the mission of the community foundation.

AdNet is pleased to present a webinar on best practices in strategies for working with successor advisors.  Both Ellen Remmer and The Foundation Strategies Group (FSG) will speak and take questions from the field.

Date:   Monday, May 21

Time:   2:00PM-4:00PM EST

1:00PM-3:00PM CST

12:00PM-2:000PM MST

11:00AM-1:00PM PST

Cost:    FREE to PAID members of AdNet

            $25 to all others

 To register:     RSVP to sharrison@denverfoundation.org

AdNet is a nonprofit membership organization dedicated to providing educational programs and charitable activities that benefit community foundation development and donor services staff.   AdNet works closely with the Council on Foundations in providing educational opportunities to members of AdNet.

The 2011 board of directors, known as the AdNet Steering Committee, is comprised of the following individuals:

• Nan Edgerton, Hampton Roads Community Foundation
• Bob Eichinger, Chicago Community Trust
• Robin Ferriby, Community Foundation for Southeast Michigan
• Sarah Harrison, Denver Foundation
• Gerri Hobdy, Baton Rouge Area Foundation
• Lisa Jolley, The Columbus Foundation
• Kevin Moore, the Erie Community Foundation
• Ruben Orduna, Boston Foundation
• Judy Sjostedt, Parkersburg Area Community Foundation and Regional Affiliates
• David Westcott, Oregon Community Foundation

For more information about AdNet membership, contact AdNet Steering Committee members Judy Sjostedt, Parkersburg Area Community Foundation, 304.428.4438 / judys@pacfwv.com or Robin Ferriby, Community Foundation for Southeastern Michigan, 313.961.6675 / rferriby@cfsem.org.