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Client Roundtable: Advisor Engagement Trends & Best Practices for Deploying Content

Tuesday, August 27, 2024 / 11 AM Central

Agenda

Welcome

Introduction of Featured Speaker, Kelli Cavey

Spotlight Topic: Benefits of a CAP® Program

  • Kelli Cavey on the Omaha Community Foundation program

  • Q & A

Best Practices for Deploying Content

  • Laura McKnight & Kelli Cavey

  • See notes below

  • Q & A

Wrap Up

Thank you for your business!

Notes

Best Practices for Deploying Content

  • What’s hot in e-newsletters—in general

  • How to use long versions of the content

  • How to shorten the content

  • How to use the content to grow your professional advisor list

  • How to use the content to deepen fund holder engagement

  • When and where to deploy the content (timing, channels such as social media, etc.)

  • View actual client samples

Embolden Updates


Appendix

Reminders About the Content

  • Topic suggestions are always welcome

  • Timing and method of receiving the monthly content (via email on the first day of the month)

  • What to do if you do not receive the content (please let us know; it always goes out on the first of the month)

  • Complete freedom to cut, paste, and edit

  • Content Library access for subscribers to multiple newsletters

  • Opt-in client list (please see the Embolden Client Roundtable Roster for those who have opted in to date)

  • Contact Embolden to add colleagues to the distribution list

Common Deployment Themes

  • Modifying copy to meet your foundation’s needs

  • Adding local flavor

  • Providing content to a donor or advisor for the donor or advisor to be a guest author

  • Selective use of articles and saving articles

  • Creative cadence and frequency

  • Different ways to deploy content in one-to-one emails

  • Multiple channels (email, social, website, print, board packets, staff training, website, blogs)

Key Principles for Engaging Professional Advisors

  • Do not be dark; keep your foundation and its clear value proposition in front of advisors so they do not forget about you (offense)

  • Protect from the “deal kill” where a potential donor asks their advisor about your foundation and the advisor says they don’t know you (defense)

  • Keep the foundation top of mind so that advisors immediately think to call you when a client brings up the topic of charitable giving (relevance)

  • Remember “WIIFM”: Approach is different for financial advisors, attorneys, and accountants; content is designed to address all audiences


Common Best Practices for Engaging Advisors

  • Constantly building and refining mailing list

  • Asking donors, board members, and other advisors for names of advisors

  • Tracking and thanking referrals

  • Selectively include VIP advisors in foundation events


Key Messages for Engaging Advisors

  • We are here to help you serve your clients. 

  • We help you fulfill your professional responsibility to share all of the options available for charitable giving tools with your clients and to make sure they understand the advantages of a donor-advised or other type of fund at the foundation. 

  • We understand that your relationships with your clients must remain front and center; our role is to support you where clients’ charitable giving matters are concerned.

  • Anytime your client raises the issue of charitable giving, please make the community foundation your first call. Even if our tools and services are not the right fit for the client, we are knowledgeable about the entire charitable giving landscape and can point you in the right direction.