Who are intermediaries, how do they behave, and why do they give?
Standing between you and a potential major donor are a host of middle people. Wealth managers, family office managers, private bankers, philanthropy consultants, fund managers, family foundation staff, and even donors’ children… Who are these people and what do they do? How can we reach them? What moves them? Where do they meet and what do they read?
This workshop will introduce you to some of these people, virtually and in person, and you’ll have the chance to talk with them and ask your burning questions. The session will be built around new research on this middle market, which reveals who is involved and how they behave. Join us to learn how to navigate this new and complex world of intermediaries.
Learning outcomes
- Understand the role of intermediaries in philanthropy.
- Hear directly from intermediaries via recorded interviews
- Get the latest research data on this cohort of donors.