Why this matters:
It would scare you how easy it is for someone to steal through the information tied to a charitable gift and it should. Charity Navigator and Guidestar don’t assess organizational data health, yet many of the most successful national and local orgs engage in high risk data practices. From old school leadership that refuses modern data hygiene to highly disgruntled and high staff turnover, your most sensitive finances are commonly exposed.
Who it’s for: For anyone who wants to give without fear of having their inheritance levelled by an industry DROWNING in bad board governance and out of touch executive directors.
What you’ll learn:
How to spot common types of data risky behavior at nonprofits
What to ask staff about how your information is handled
Where hackers AND nonprofits are finding your financials
Guidance on what to do if you’ve been exposed
Attendees will receive: Template emails to send to your financial advisor, portfolio manager, and/or directly to a nonprofit so you can get secure FAST.