![[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Brainstorming: Focus on social marketing](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
Recomendados
Más contenido relacionado
La actualidad más candente
La actualidad más candente (20)
Destacado
Similar a Justmeans power point
Similar a Justmeans power point (20)
Más de justmeanscsr
Más de justmeanscsr (20)
Último
Último (20)
Justmeans power point
- 1. Smarter giving, better world GiveEmpower Chelsea Katz, Adrienne Day, Jessica Lee
- 9. We’ll “walk the talk” by closely tracking and measuring our impact
Notas del editor
- The Empowered Philanthropist EmpowerPhil EmpowerGive Give Power The Good Gift GiveEnable
- Make this more of a laundry list of random, crazy ideas Conclusion – marketing is important but there is no easy-to-use site to help donors make better decisions. If service is provided on nonprofit site, misses the point – lack of comparable impact data for donors.
- An online portal with two tiers of service: Basic: Targeted at Lay Donors (individuals who make less than $80K and make up Premium: Targeted at approx. 75,000 Certified Financial Planners in the US that primarily serve Retail Donors (individuals who make between $80K and $300K and comprise $57B in annual donations). Opportunity to add philanthropic advisory services for existing clients or attract new ones with this offering.
- *Includes statistics provided by the Certified Financial Planner Board of Standards, Financial Planning Association, and the National Association of Personal Financial Advisors -So I found a survey from 2007 saying that 66% of millionaires use financial advisors of some kind https://www.phoenixwm.phl.com/servlet/DocDelivery?DocId=docu_publ_advi_insight_0308.pdf&DocType=0 Also The study found that 68% of high net worth households used accountants in 2009, while 39% used financial or wealth advisors to help them make charitable giving decisions. And over 90% of wealthy households initiated discussions with their advisor. http://www.financial-planning.com/news/wealthy-philanthropy-bofa-2669644-1.html only 25% of entrepreneurs said financial advisors or other intermediaries help them incorporate charitable giving into their financial plans.
- only 52% of advisors are proactively reaching out to clients, even though 63% of advisors think clients need help in this area. “Many advisors aren’t approaching clients about this,” Ginsburg said. “It’s an untapped opportunity for advisors to strengthen client relationships and grow their practices.” Advisors who don’t offer help say it’s because clients don’t ask for help (52%), donations are a client’s personal business (44%), or that the advisor lacks the expertise to offer guidance (31%). One might cynically suggest that advisors also have little interest in their clients giving their money away, too, but Ginsburg points out that in national donor-advised funds, advisors can retain control of how their clients donations are invested. Of those advisors who incorporate charitable giving advice into their planning practice, 65% say it is an important aspect of their client relationships. Eighty percent of advisors say the No. 1 benefit of offering advice on charitable planning to their clients is that it’s a relationship builder, while 72% say it positions them as a broad financial expert, 61% say it keeps assets under the advisor’s management and 56% say it leads to a multi-generational relationship.
- The Beta launch will allow us to fix any bugs and gather user feedback and nonprofit org data upfront. Then we’ll launch the premium version to financial planners to build credibility / establish value while continuing to refine the site based on user and nonprofit feedback with limited end user population. Finally we’ll launch the free basic version to the public after a mixed marketing / social media campaign. Improvement and upgrades will continue thereafter.