Advanced Practitioners Case Study

Designed as opportunities to dive deeper into a topic with a small group of like-minded practitioners, these sessions foster new connections and encourage multi-disciplinary teamwork as the participants work on case studies and activities together. Our goal is to offer the space and opportunity for senior advisors to join a community of practice, engage in lively discussions, and apply what they have learned immediately to further the philanthropic conversation.

We encourage you to work through the case study of Peter and Charlotte Cade: Honoring Family and History through Philanthropy. With a multidisciplinary team, you can engage in lively discussions, and apply what you learn to further the conversation in your practice.

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The Facilitators Guide