Discussion with Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation

Anthony Wilhelms hosts a discussion with Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management for this webinar.

  • How is the giving season looking for non-profits?
  • What impact has COVID had on non-profits in 2020?
  • How did major fundraisers pivot/adapt in 2020?
  • Preparing investments for 2021

 

Investment and insurance products:

Are Not FDIC Insured
May Lose Value
Are Not Bank Guaranteed
Are Not Deposits
Are Not Guaranteed by Any Federal Government Entity
Are Not a Condition to Any Banking
Service or Activity

Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services.

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Nicolet Advisory Services, LLC recommends the brokerage and custodial services of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is not affiliated in any way with Nicolet National Bank or its affiliated companies.

Trust services are offered through Nicolet National Bank, a national bank with trust powers. Trust services utilizes SEI Private Trust Company (SPTC) as its custody provider. SPTC is not affiliated in any way with Nicolet National Bank or its affiliated companies.