Assisting Your Clients to Express Themselves in a Special Way

The November 2025 Business Success Knowledge Circle will be held on Tuesday, November 11th at 3 pm ET.

Rick Blain will be presenting, "Assisting Your Clients to Express Themselves in a Special Way"

During this presentation we will first explore national trends in charitable giving. Next, we will discuss what motivates people to give to particular charities. And we will conclude by reviewing ways that financial planners might help their clients to include charitable giving in their plans, for mutual benefit. 

A Certified Fund-Raising Executive, Rick has more than forty years professional experience in fund development (fund raising) and public relations.  He has served as Chief Development Officer for a health care system and a college, and as Assistant Director of Development for another College. For several years, Rick served as Vice President of a national consulting firm, establishing his own firm approximately twenty-five years ago.

Richard R. Blain & Associates provides fund development/fund raising counsel to various types of not-for-profit institutions and organizations in Massachusetts and throughout the Northeast. In doing so, Rick assists clients in approaching donors and potential donors for charitable support, as well as approaching financial planners, estate planners, accountants and related professionals.