Unrestricted Asset Building

Join Building Unrestricted, LLC’s Ralph Serpe and Bryan Tate beginning in February as Philanthropy WV welcomes them back for two series! Whether you are new or experienced in philanthropic advising there is a session for you. All sessions will be hosted on Zoom! Registration ends January 30th, register NOW!

Unrestricted Asset Building 101

  • Six 75-minute facilitated and focus-driven calls
  • Gain Confidence and experience talking with donors, prospects and professional advisors about organizational focus and needs
  • Learn basics of philanthropic advising
  • Leave the session with a DRAFT unrestricted case statement

Unrestricted Asset Building 201

  • Six 75-minute facilitated and focus-driven calls
  • Gain confidence and experience qualifying, cultivating, asking and thanking prospects, donors and professional advisors
  • Engage in deeper conversations through a philanthropic advisor lens
  • Engage donors and utilize proven methods of moves management


Your registration price is linked to whether a Transfer of Wealth (TOW) study has been completed in your region and if you helped to fund that effort. If you don’t know if you qualify for the reduced rate please reach out to Philanthropy WV staff at info@philanthropywv.org for clarification.

Community Foundations who have completed a TOW (Member)$105
Community Foundations who have completed a TOW (Member)
Have two attend and save!
Community Foundations who have NOT completed a TOW (Member)$175
United Way (Member)$175
Non Members$250

You may register online by clicking HERE or by check. Be sure to download and fill out the registration form HERE. Space is limited so be sure to register now!