Charitable Giving:
Tips to Help You Identify Causes and Maximize Your Impact
Charitable Giving: Tips to Help You Identify Causes and Maximize Your Impact
Speaker(s): This presentation is intended to be hosted by a local wealth advisor.
Est. Presentation Time: A two-part event. One-hour presentation, followed by an open house style charity fair.
– Kathy Calvin
This event can be used with both clients and prospects. It is designed as a conversation starter and relationship tool, while also providing an opportunity to make connections with local charitable organizations. When compiling an invitation list, be sure to consider:
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What clients have expressed an interest in making a charitable impact?
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Who will find the most value in meeting with representatives from local charities?
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What clients have I not reached out to lately?
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With whom would I like to build a stronger relationship?
Specifically, consider clients who have expressed an interest in charitable giving or are wanting to make a greater impact. Look for opportunities to incorporate charitable giving into the client’s wealth plan, and follow up with information about charities for which the client expressed an interest.
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For those who attended
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For those who were unable to attend
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Estimated Presentation Time: A two-part event. One-hour presentation, followed by an open house style charity fair.
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A campaign will be created in Compass for all events and all emails will be sent out through Pardot.
Approved Materials
We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.
Print Invitation #1
Charitable Giving
Discussion & Fair
Two-sided, full-color panel
Envelopes included
Pop-up Banner - #2
32×80, full color, easy set-up banner, includes case
Only pay shipping costs
Let Us Know
Printed Invitation #2
Charitable Giving Discussion
Two-sided, full-color panel
Envelopes included
Printed Invite #3
Charity Fair
Two-sided, full-color panel
Envelopes included
Presentation
Est. Time: 1 Hour
Click here to view the full PPT
Pop-up Banner - #1
32×80, full color, easy set-up banner, includes case
Only pay shipping costs
Branded Merchandise
Visit the company store to order branded items