Power Your Advice Episode 241 – The Force of Financial Advisors Behind Community Change with Nicole Morgan
Dec 11, 2024
09:48
In this episode, we’re joined by Nicole Morgan, recently appointed Invest in Other’s first Chief Development Officer. Invest in Others works as a nonprofit to help financial professionals support charitable causes in their communities.
Topics also discussed:
- Nicole’s career journey in nonprofit fundraising.
- How Invest in Others highlights and inspires the philanthropic efforts of financial advisors, impacting nearly 500,000 individuals annually through their charitable work.
- The foundation’s 2025–2027 strategic plan, aiming to grow resources, provide more grants, celebrate advisors’ contributions, and increase engagement to address community challenges.
- Why financial advisors play a key role in guiding clients to maximize their philanthropic impact through tools like donor-advised funds and strategies tied to the anticipated wealth transfer.
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