Practical steps for fundraisers to start engaging advisors

In this episode of What the Fundraising, Mallory is diving deep into a topic that is often misunderstood yet holds immense potential for nonprofit fundraisers: Family Offices and Philanthropy. Her guest, Kerrie Mitchell, is the Managing Partner at FSO Partners, where she and her identical twin sister advise philanthropists, family offices, and nonprofits on how to maximize impact.

Kerrie unpacks what a family office is, how these high-net-worth individuals manage their giving, and why relationship-building is at the core of accessing this unique donor segment. They explore the Speed of Trust from how to earn it, why it matters, and how family offices think differently from foundations or traditional major donors.

With government funding freezes and economic uncertainty looming, they also discuss why now is the perfect time to start building these relationships. Kerrie shares actionable insights on approaching wealth advisors, creating meaningful donor experiences, and positioning your nonprofit as a trusted partner, all while navigating the nuanced world of ultra-high-net-worth philanthropy.

Kerrie Mitchell is a philanthropic leader and strategist who builds partnerships and mobilizes diverse revenue streams. She has over two decades of experience in national and international fundraising, nonprofit operations, and delivering comprehensive philanthropic services for family offices. She is a believer in innovative and community-led solutions to address the most pressing opportunities for progress in the world.

In this episode, you will be able to:

• Learn about the importance of relationship fundraising.
• Understand the family offices and their structure.
• Learn about the role of philanthropy in legacy planning.
• Discover how to think beyond the traditional lanes of fundraising.

Get all the resources from today’s episode here. 

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If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point