Michele Dole is a distinguished financial professional with over two decades of experience in the realms of investments, trusts, estate planning, and charitable gift planning. Currently serving as a National Speaker, Consultant, and Facilitator, Michele leverages her extensive expertise to guide organizations and individuals through...
Michele Dole is a distinguished financial professional with over two decades of experience in the realms of investments, trusts, estate planning, and charitable gift planning. Currently serving as a National Speaker, Consultant, and Facilitator, Michele leverages her extensive expertise to guide organizations and individuals through the complexities of charitable and estate planning. Her role encompasses a variety of engagements, both virtual and in-person, where she provides tailored consultation and advice to nonprofits, professional associations, and educational institutions.
Michele's key projects often involve multi-day training sessions and workshops designed to enhance the skills of professionals in the nonprofit sector. She is a sought-after keynote speaker, known for her engaging presentations that cover critical topics such as planned giving strategies, budget planning and analysis, and nonprofit governance. Her ability to distill complex financial concepts into actionable insights has made her a favorite among boards, donors, and prospects alike.
In addition to her speaking engagements, Michele is deeply committed to fostering the next generation of financial professionals. She actively participates in training programs for youth-serving organizations, ensuring that the principles of sound financial management and charitable giving are passed on to future leaders. With a strong foundation in account administration and guardianship, Michele is adept at navigating the intricate landscape of estate planning and charitable gift strategies, making her an invaluable resource for those looking to maximize their philanthropic impact. Through her work, Michele continues to inspire and empower individuals and organizations to achieve their financial and charitable goals.
