Charitable Giving:

Tips to Help You Identify Causes and Maximize Your Impact

Request Event

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.


“Giving is not just about making a donation. It is about making a difference.”

 –  Kathy Calvin 

Many people who support charities struggle to find the most effective way to give. How can your clients ensure they’re maximizing your giving and truly making a difference?

 This event is intended to be a two-part conversation about charitable giving. The first event includes tips for choosing a charity to support and how your clients can maximize their impact. We will seek to address the following questions:

  • What should I consider when choosing a charity?

  • What is the most effective way to give?

  • Is writing a check the best way to support a cause?

  • How can I leave a charitable legacy?

 The second part of this event will be a charity fair, which will provide an opportunity for clients to meet with representatives from various charities and learn about their organizations.

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:

  • What clients have expressed an interest in making a charitable impact?

  • Who will find the most value in meeting with representatives from local charities?

  • What clients have I not reached out to lately?

  • 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.

Two follow-up emails are available to send out after the event:
  • For those who attended
  • For those who were unable to attend
  • Estimated Presentation Time: A two-part event. One-hour presentation, followed by an open house style charity fair.
  • 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

Pricing

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

Pricing

Printed Invite #3

Charity Fair
Two-sided, full-color panel
Envelopes included

Pricing

Presentation

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

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