Originally recorded Tuesday, October 5 | 12:00 – 1:00 pm | Virtual
Presenters: Sarah Staiger, Partner at Staiger | Vitelli and Associates and Ashley Reiter, Financial Planner, MSFP, CFP®, AIF®, CRPC®.
Session Description: At the intersection of philanthropic intent and wealth you’ll find the place where these two professionals meet: the Financial Planner and the Fundraiser. What does each bring to the table for the donor? What are financial planners even telling the donor/client about philanthropy? Are we on the same team? How can we work together for the donor if we don’t know what the other is up to? Should I even start a planned giving program if financial planners are helping donors give already? Join our Oct. 5 session to hear our take on answers to these questions and more. We’ll share the basic building blocks to creating a simple, mission-driven planned giving program for your nonprofit, and the key drivers of the financial planning profession that will help you improve your current program.
About our speakers:
Sarah Staiger, Partner
Sarah Staiger is co-founder of Staiger | Vitelli and Associates LLC. Her ﬁrm counsels, coaches, and challenges mission-centered leaders in order to build individual, organizational, and sector capacity in leadership, planning, fundraising, and communications and to embed more racially equitable and inclusive practices in the work. Sarah’s 17 years as a fundraiser and her love of building power through organized people and organized money, allows her to help organizations get clear on what it will take to achieve their vision. Sarah serves the MN Association of Fundraising Professionals as VP of Education, and as a founding volunteer for the IDEA (Inclusion, Diversity, Equity and Access) Fellowship for BIPOC fundraisers. Her Masters degree in Advocacy and Political Leadership informs and connects her fundraising work to people and movements as well as policies and systems.
Ashley Reiter, MSFP, CFP®, AIF®, CRPC®
Ashley Reiter is a financial planner and advisor for families, businesses, and nonprofits. She has been helping people make an impact in their lives and in their communities for more than a decade. After spending two years living and working on the East Coast, she has moved back to the Twin Cities to be near family and friends.
Ashley partners with her clients through all of life’s transitions, because it is never all about money. By focusing on well-being, both emotionally and financially, Ashley helps people align their finances with their values. Investments, taxes, insurance and estate planning are certainly a part of the financial planning process, but 90% of financial decisions are made emotionally. Ashley’s goal for her clients is that they have a healthy relationship with their money, whatever that may look like for them.
Ashley is a Certified Financial Planner (CFP®), an Accredited Investment Fiduciary (AIF®), a Chartered Retirement Planning Counselor (CRPC®) and has a master’s degree in Financial Planning.