"Building
Bridges of Benefit Between Financial Advisors, Fundraisers
& the Client/Donor."
(Tips, Tools & Tactics)
What
you'll get:
The
New Game Rules & Roles Where the Client Is Lead Partner
Inner
Conflicts of the Wealthy About Advisors
What
Do Donors Want? What Do They Want?
16
Innovations in Giving to Bring to Your Clients' Attention
Seed
Sentences for Opening the Giving Conversation
Are
You Ready to Expand Your Practice By Offering Philanthropic
Advising At The Next Level?
Pet
Peeves of the Wealthy Turned Into Positive Actions
Have
You Had These 5 Critical Conversations With Your Clients?
Why
Advisors Kill or Forward Charitable Proposals
40+ Websites & Blogs for Financial Advisors and Fundraisers
Or
As Goalies Blocking Giving
"This
inquiry is tour de force and must-read for the industry. The information
is spot on and is
unique in getting to many of the deeper questions, barriers and
challenges of this arena."
- Carla
E. Dearing, Past President and Ceo, GivingNet, Inc.(aka Community
Foundtions of America)
The Philanthropy Now Report
"Philanthropy
Now: Seeding The New Generation of Entrepreneurial Givers"
Report
Includes
insights on intergenerational differences,
12 essential focus issues and 12 provocative propositions
The Report
Package is $95.00 for companies, governmental agencies and
personal use, $50.00 for not-for-profits (includes postage
and handling).
For international orders add $10.00, remit in US dollars.
Check
here if your order is being shipped outside of the United States.
Product Ordering
Info
Non-Profit
For Profit
PayPal
Cart
PhilanthropyNow Report
$50.00
$95.00
Donor
Report Card
Pricing
is for full color printing of the Report Card.
For black and white printed copies deduct 20% of printing cost.
Add $3.50 for shipping and handling for up to 50 copies and $10
above 50
(US Postal Service -- Inquire about shipping and handling
for International orders). Pricing quoted in US dollars.
Add
or delete factors, $65 per hour of change time, one-hour minimum
-- minimum order 250 copies.
**Inquire about print and interactive on-line licensing options
and quantity discounts
Single copies
$10
2-5
copies
$9 ea
6-50
copies
$8 ea
51-250
copies
$7 ea
251-500
copies
$6 ea
501-1000
copies
$5 ea
1001+ copies
Call for quote
Suite
of Major Donor and Financial Advisor Giving Support Tools
"Why
This Tool Kit?
"Donor's
Report Card For Rating Giving Opportunities"
"360
Degree Non Profit Self-Audit For Excellence & Accountability"
"Major
Donor & Volunteer Acknowledgment Profile"
"Personal
Giving Mission Profile"
"Major
Donor Relationship Building Tools"
-"Donor Disconnects & Reconnects"
-"Pet Peeves of Major Donors & Ways To Address
Them"
-"Partnering With Major Donors For Feedback"
-"Best & Lost Donor Debriefing Assessment"
Check here if your order is being shipped outside of the United
States.
Product Ordering
Info
Non-Profit
For Profit
PayPal
Cart
Suite of Major Donor and Financial
Advisor Giving Support Tools
$50.00
$95.00
Protocol
for Ethical Cause-Related Marketing
Tap
the fastest growing fundraising partnership between charities
and business
Avoid
ethical and legal pitfalls
Assess
your readiness to succeed
Understand
the history and hot issues
Apply
ethical guideposts
Follow
step-by-step due diligence
Learn
implementation steps and secrets
Reduce
your learning curve
Enhance
revenue and reputation
$50 nonprofits and $150 for for-profits
Cause-Related Marketing helps nonprofit organizations shift from.... " . .fundraising by asking for money . . to fundraising
by earning money."
Richard Steckel of Add Venture Network
For
international orders add $10.00, remit in US dollars.
Check here if international shipping is required.
Product Ordering
Info
Non-Profit
For Profit
PayPal
Cart
Protocol for Ethical Cause-Related Marketing
$50.00
$150.00
Other
Support Tools
Will You Survive & Thrive In
*Cohousing?
- 360 Degree Self-Assessment Questionaire
-
The
40 Factor - Self-Assessment Questionnaire™
by
Charles Bernard Maclean, PhD
Author of "Is Cohousing For You?"
40+
reality tested self-assessment factors to assist you to:
Make one of your life's most critical decisions
easier
Discover
your readiness and suitability for cohousing
Avoid
the pitfalls of unrealistic expectations and a costly
mismatch
Get
feedback on how others see you
Tune
into the heart and soul of living in cohousing
Pinpoint
the questions you want to ask before making an offer
Laser
in as a community on what you want in newcomers
Debrief
those who leave cohousing on their satisfactions/dissatisfactions
Feel
good about your decision whether it's "yes"
or "no"
"Oh
would some power the giftie gie us, to see ourselves as
others see us."
- Robert Burns, Scottish National Poet (1759-1796)
"Thank
you for your thought and feeling provoking work. It's just
what we were looking for" - Sheryl Rapée-Adams,
User of the self-assessment tool, Rutland, VT