Meeting/Event Information

Clients rely on professionals to help them execute their philanthropic mission, but how can we best work together to serve our clients? We're going to discuss the best practices of how professional advisors, attorneys, tax advisors and fundraisers can work together for mutual benefit and for the betterment of clients.

Moderator: Isaiah M. Oliver, President and CEO, Community Foundation for Northeast Florida

Panelists: John Zell, Senior Vice President, Development, Community Foundation for Northeast Florida and Donor, Community Foundation of Northeast Florida, Advisor of Donor