By
Marc Sheridan
and Don Tolep
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As famed author Harper Lee once said, “You never really understand a person until you consider things from his point of view.” Fundraisers need to find a way to change the sometimes adversarial relationship between charities and financial advisors. Too many charities believe advisors only care about making money. Too many advisors think charities are managed by senior leadership that distrusts new strategies. The understanding is sadly lacking on both sides. We’ve developed some tips that may help:
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Marc Sheridan
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Don Tolep
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