Episode 15: What Happens When You Refer a Client to Us? Building Trust, Growing Networks, and Match.com for Donors. A Conversation with CFSC's Vice President Angelique Leone.

Apr 11, 2022
40 mins

Episode Description

What happens after an advisor refers a client to the Community Foundation of Snohomish County? What does "donor services" really mean? How can our team help your clients meet their perfect charitable "match"? (Think Match.com, but not in a creepy way ;-) ). Join us for a conversation with Angelique Leone, the Community Foundation's VP in charge of all things Donor Services. Hear about how she and we work with individuals and families by helping them make tax-smart donations today AND leave a meaningful generational legacy for tomorrow. Listen in, share your thoughts, and spread the word about charitable giving options on this episode of "Looking Forward. Giving Back."

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