What Every Financial Advisor Should Know About Working with Nonprofits
Date: October 2, 2025
Time: 2:00 pm - 3:00 pm EST
Nonprofits play a vital role in strengthening our communities, but behind every successful mission-driven organization is a need for sound financial guidance and fiduciary stewardship.
In this session, we’ll explore the essential knowledge every financial advisor should have when partnering with nonprofit clients. This presentation will equip you with the tools to serve as a trusted advisor while ensuring compliance, transparency, and impact.
We’ll also discuss the evolving philanthropic landscape, key risks and opportunities, and how financial professionals can support long-term sustainability for nonprofit organizations. Whether you're advising a foundation, working with a board, or simply curious about aligning your expertise with purpose, this session is designed to inform and inspire.
By the end of the session, attendees will be able to:
- Understand what they need to know about fiduciary oversight of nonprofits.
- Receive an overview of key laws like UPMIFA and Variance Power.
- Learn how to conduct nonprofit due diligence.
- Receive information about assessing financial health of nonprofits.
- Be able to answer the questions, What is LUNA? Why does it matter?
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
