Today’s guest brings a rare and powerful dual perspective. Liam Dunphy is the owner of a home care company that serves older adults with dignity and compassion—but before that, he was a seasoned planned giving officer helping donors leave meaningful legacies.In this episode, Liam and I dive into what fundraisers need to know about working with elderly donors—especially those who may be vulnerable, isolated, or navigating complex family dynamics.We talk about:Handling cognitive decline concernsCommunicating clearly and respectfully with aging donorsEthical stewardship and donor protectionBuilding trust without crossing linesIf you work with older donors—or plan to—you’ll want to hear what Liam has to say. Let’s get into it.For more information about Liam, please visit: https://assistinghands.com/For more information about Stillwater Capital Management, please visit: https://www.stillwatercapitalmgmt.com/For more information about Pleiades Nonprofit Advisors, please visit: https://pleiadesnpa.com

Ver todos los episodios