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$20 for Members / $65 for Non-Members / $40 & $75 On-Site

Sorry, Online Registration is now Closed.

BUT, you CAN register at the event on Tuesday.  See you then.

Members of ANY AFP chapter
qualify for the Member Rate. 
Guests and Non-Members pay the Non-Member Rate.

Trends in Wealth Advising: What It Means for Fundraisers

At Giving USA, we learned that philanthropic dollars are increasing while the number of funders is decreasing. With more dollars coming from fewer funders, it is more important than ever for fundraisers to understand how those donors are being advised, and to speak the same language their wealth and investment advisors do. This has always mattered to the fundraiser; now it has to be a top priority.

Matt Todsen of OC Advisors in Philanthropy and Sara Garske of Elwood Advisors will share insights from the Advisors in Philanthropy 2026 conference and what they mean for fundraisers. We’ll explore how wealth and investment advisors are talking with their clients about charitable giving, where those conversations may be falling short, and how fundraisers can better connect with the advisors helping shape their donors’ philanthropic decisions.

Last month, we learned methods to engage diverse audiences. This month, we are offering techniques for engaging what may be your most important audience of all, the donors whose advisors are already shaping how they think about their own giving.

Sara Garske is the Principal and Founder of Elwood Advisors, where she works with philanthropists and nonprofits to create sustainable and impactful giving. With more than 30 years in the charitable space, Sara is dedicated to helping her clients achieve impact through a curated philanthropic journey, strategic planning, board governance, and effective giving. A champion for the nonprofit sector, she serves on several boards addressing food and housing security, mental wellness and youth development education.

Matthew Todsen is the President and CEO of MKT Wealth Management, where he guides his clients, including nonprofits, through every facet of their financial lives. By emphasizing clarity and confidence, he guides these clients in generational planning, real estate, tax concerns, risk management, and succession planning. Licensed in 8 states, his knowledge and licensing play to all trends in current markets.