donor education

We know that it’s important for you to feel comfortable and prepared when it comes to explaining or giving advice about your endowment fund – after all, many look to you for answers and guidance. As donors determine how much they should contribute and which funds they should choose, you should feel comfortable in providing the education and knowledge level to help them. With Fragasso, you can expect a thorough donor and employee education program

• Tailored to donors' varying levels of knowledge and need
• Customized to offer information regarding specific fund objectives and the management system
• All accompanied by comprehensive workbook materials – and the courses are offered at no cost to your donors (other than a nominal materials fee)
• Help to maintain your position amongst competing organizations’ fund demands
• Foster financially knowledgeable donors who concentrate more fully on the goals of your organization and how they can further your mission
• Increase donor satisfaction level and enhance organization loyalty
• Ease demand on senior management and HR to answer fund management questions

For an informational packet or a no-cost, no-obligation consultation, please contact one of our financial advisors at 412-227-3200 or by clicking here.

We make your financial success personal.