Many fundraisers and gift planners hesitate to engage legal counsel. However, every fundraiser or gift planner should know when they should secure the services of an attorney. In this episode, Sheryl Morrison - Partner at Lathrop GPM, discusses several key points to consider when engaging legal counsel. This insightful discussion will benefit organizations that regularly access legal counsel and those seeking legal advice for the first time. The conversation with Sheryl covers how to initiate a relationship with an attorney, how to determine if an attorney is a good fit for your organization, the types of gifts that typically require legal assistance, and additional services lawyers can provide to nonprofit organizations.
Co-hosts for this episode are Carl Newbanks and Ali Schneider.