Chase Magnuson

As $84 trillion transfers from Baby Boomers to younger generations, financial advisors risk losing both clients and assets to charitable giving—unless they act strategically. When donors establish charitable vehicles without advisor involvement, that wealth often moves permanently outside the advisor's purview to competitors like Fidelity Charitable or nonprofit-referred planners. The solution? Build intentional relationships with nonprofits before clients do. This triangular alliance—advisor + donor + nonprofit—creates stronger outcomes for everyone while protecting assets under management and positioning advisors as indispensable partners in legacy planning conversations that matter most.

Most fundraisers assume they deserve a seat at the table; this tool reveals if you truly do. It tests your grasp of financial metrics, donor intelligence, and strategic priorities—core knowledge that separates respected leaders from the overlooked. You’ll identify gaps in your organizational awareness and uncover the skills that position you as a trusted, data-savvy partner. It’s more than a professional check-in—it’s a reality check on your readiness to lead.

Who is our enemy? The current administration or us? This explosive essay argues nonprofits are committing suicide through moral performance theater. While organizations obsess over donor 'purity tests' and Twitter tantrums, missions collapse and staff get laid off. The brutal truth: accepting 'tainted' money isn't unethical—letting your cause die because you're afraid of headlines is. Universities and government take questionable money daily. Stop letting reputation managers kill your mission. Take the controversial donation, keep the lights on, and help people instead of virtue signaling your way to bankruptcy

Featured Cover Preview The Power of Partnership in Fundraising: Donors Step Up When You Make Them Feel Integral To Your Mission Nate …