Topics

Our Content Capsules help you communicate through opportunities and challenges, including:

  • Messages to communicate to a donor when a donor wants to start a new charity

  • How to leverage the holiday giving season to improve your donor relationships

  • Counseling your donors to explain philanthropy versus poverty to the next generation

  • Understanding the executive's perspective on philanthropy to accelerate corporate donor-advised fund adoption

  • Your opportunity: Social media, donor-advised funds, and the next generation

  • Why your donor-advised fund program is a valuable brand asset to drive your community foundation’s overall growth

  • How to fulfill your duty to advise a donor about supporting a brand new charity

  • “501(c) what?”: Succinctly communicating the tax rules to your donors

  • Helping donor families take the fear factor out of "philanthropy"

  • Managing the social donor: Explaining galas, tournaments, and ticket deductibility

  • How to win over the "Investor" Social Impact Personality Type to prevent asset loss to commercial donor-advised fund providers

  • Explaining why it’s so easy for a donor to check out favorite charities through your foundation and its donor-advised fund program

  • Answering donor questions prompted by the rise of “impact investing” as a buzzword

  • Talking with donors who are loyal to their financial advisors in today's competitive marketplace

  • Explaining a donor-advised fund to a donor in five minutes or less

  • Understanding your donors' motivations for “doing well by doing good” in today’s social impact culture

  • Communication tips for working with donors who serve on nonprofit boards of directors

  • Examples of how to talk with a donor about volunteering in the community to help drive loyalty to your community foundations

  • Language for coaching your donors on building a budget for charitable giving through donor-advised funds, unrestricted funds, charitable remainder trusts, and other vehicles

  • Communicating philanthropic values to create intergenerational donor loyalty

  • Talking points to use with donors who are considering transferring illiquid assets to a donor-advised fund

  • Leveraging cause marketing and its growing influence over your donors' financial decisions as a communications platform

  • How to build a donor-advised fund email campaign to engage donors of all ages

  • Key messages to help connect the dots between “adopt-a-family" activities and philanthropy as tools to boost intergenerational connections

  • How to offer easy pointers to assist your donors in researching charities for grants from their donor-advised funds

  • Using Social Impact Personality Type to increase donor loyalty to your community foundation

  • Effective social impact messaging strategies to engage female donors

  • Messages to leverage donor-advised funds to manage donor retention pitfalls of the millennial mindset

  • . . . and more!