Bridges of Benefit Between Financial Advisors, Fundraisers
& the Client/Donor."
(Tips, Tools & Tactics)
New Game Rules & Roles Where the Client Is Lead Partner
Conflicts of the Wealthy About Advisors
Do Donors Want? What Do They Want?
Innovations in Giving to Bring to Your Clients' Attention
Sentences for Opening the Giving Conversation
You Ready to Expand Your Practice By Offering Philanthropic
Advising At The Next Level?
Peeves of the Wealthy Turned Into Positive Actions
You Had These 5 Critical Conversations With Your Clients?
Advisors Kill or Forward Charitable Proposals
40+ Websites & Blogs for Financial Advisors and Fundraisers
As Goalies Blocking Giving
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."
E. Dearing, Past President and Ceo, GivingNet, Inc.(aka Community
Foundtions of America)
The Philanthropy Now Report
Now: Seeding The New Generation of Entrepreneurial Givers"
insights on intergenerational differences,
12 essential focus issues and 12 provocative propositions
Package is $95.00 for companies, governmental agencies and
personal use, $50.00 for not-for-profits (includes postage
For international orders add $10.00, remit in US dollars.
here if your order is being shipped outside of the United States.
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
(US Postal Service -- Inquire about shipping and handling
for International orders). Pricing quoted in US dollars.
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
Call for quote
of Major Donor and Financial Advisor Giving Support Tools
This Tool Kit?
Report Card For Rating Giving Opportunities"
Degree Non Profit Self-Audit For Excellence & Accountability"
Donor & Volunteer Acknowledgment Profile"
Giving Mission Profile"
Donor Relationship Building Tools"
-"Donor Disconnects & Reconnects"
-"Pet Peeves of Major Donors & Ways To Address
-"Partnering With Major Donors For Feedback"
-"Best & Lost Donor Debriefing Assessment"
Check here if your order is being shipped outside of the United
Suite of Major Donor and Financial
Advisor Giving Support Tools
for Ethical Cause-Related Marketing
the fastest growing fundraising partnership between charities
ethical and legal pitfalls
your readiness to succeed
the history and hot issues
step-by-step due diligence
implementation steps and secrets
your learning curve
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
international orders add $10.00, remit in US dollars.
Check here if international shipping is required.
Protocol for Ethical Cause-Related Marketing
Will You Survive & Thrive In
- 360 Degree Self-Assessment Questionaire
40 Factor - Self-Assessment Questionnaire™
Charles Bernard Maclean, PhD
Author of "Is Cohousing For You?"
reality tested self-assessment factors to assist you to:
Make one of your life's most critical decisions
your readiness and suitability for cohousing
the pitfalls of unrealistic expectations and a costly
feedback on how others see you
into the heart and soul of living in cohousing
the questions you want to ask before making an offer
in as a community on what you want in newcomers
those who leave cohousing on their satisfactions/dissatisfactions
good about your decision whether it's "yes"
would some power the giftie gie us, to see ourselves as
others see us."
- Robert Burns, Scottish National Poet (1759-1796)
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