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Major Donor &
Professional Adviser Fundraising Package
Are you ready for one of the most dynamic ways
there is to developing
fundraising potential with major donors and their professional advisers?
With our specialised package of resources we've done
all the work for you -
all you have to do is apply the strategies we also give you!
With over five years working with the financial
services in developing its
knowledge of philanthropy and how to deliver strategic giving
solutions for
high-net-worth client investors, we have the insights you need to develop
your charity's fundraising strategy for professional advisers and major donors.
Based on our unique 'trilogy of relationships'
concept we provide you and your not-for-profit
organisation with the specific strategies for working
with major donors and financial advisers to develop
your fundraising potential from these potentially
most productive of sources.
The 'ATTRACTING MAJOR
DONORS PACKAGE' costs only $99
(incl GST)
CLICK HERE
to download the order form / tax invoice
to get the these essential resources for your
MAJOR DONOR PROGRAM:
-
Developing & applying ACTUAL FUNDRAISING
STRATEGIES for
financial advisers & their clients
- includes how to find advisers and then engage
them, and also how to apply adviser-based
strategies to major donor attraction and
engagement
-
TOP
TIPS you need to know for building strategic relationships with
financial advisers
- more strategies & hints
-
The LANGUAGE, terms & definitions used in the financial services
industry - a glossary of useful terms
you need to know when talking to high-net-worth
investors
-
An introduction to HIGH NET WORTH INVESTORS &
their characteristics - understanding
major investors and their types in relation to
how they engage with charitable giving
-
The MUST-HAVE World Wealth Report 2009
-
this latest edition includes the impact on major investors of the economic downturn, the high-net-worth population,
and trends in our region
-
Introduction to the NEW PHILANTHROPY VEHICLE - Private Ancillary Funds &
changes to PPFs
- essential facts you need about the new
philanthropic vehicle for major investors, and
how it differs from the previous PPF structure
-
OFFICIAL GUIDELINES
for Private Ancillary Funds - the official document from the Federal
Government that sets out how PAFs must operate
-
The view from INSIDE THE FINANCIAL SECTOR - 'Why Charity Doesn't Begin at Home'
-
what the financial sector is reading on client
philanthropy.
CLICK HERE
to download the order form / tax invoice
for this unique set of
essential resources for your major
donor fundraising program development.
Once payment is
confirmed we will email you the full set of
documents in PDF format.
ALSO ... if you need
help in applying or implementing any of the
strategies,
email
info@enrichaustralia.com
or
call (02) 8267 6303
or
0404 104 745. |
