Sweet spots: Advisor, nonprofit, and donor newsletters each have a special purpose

It’s November! How did that happen?

Today our community foundation clients received a new batch of cut-and-paste content to deploy in their newsletters and other materials. The content covers a range of topics that are useful to advisors, nonprofits, and donors, depending on which of the subscriptions each client is receiving.

Not surprisingly, this month’s articles focus on the start of giving season. We’re recommending that our clients deploy the articles in the next two weeks so that the communications land well before the week of Thanksgiving.

For our clients: As you create your communications using Embolden’s cut-and-paste content, consider the voice, tone, and purpose of each set of articles, as follows:

  • Professional Advisor Newsletter - Each community foundation subscribing to the advisor newsletter package sends out this material to the attorneys, accountants, and financial advisors who can refer their clients to the community foundation. The goal is to help these advisors see the community foundation as the best place for all things charitable giving. The material is also designed to demonstrate that the foundation is on top of legal and tax issues issues, giving these advisors the confidence to refer their clients to the community foundation.

  • Nonprofit Newsletter - Each community foundation subscribing to this Embolden package sends out our cut-and-paste nonprofit material to the organizations in the community whom they want to engage through (a) encouraging an organization to set up an endowment or other type of reserve fund at the community foundation, (b) assisting an organization with accepting hard-to-value gifts from the nonprofit's donors, and (c) fostering general goodwill so the nonprofits see how the community foundation can be helpful (and not at all a threat).

  • Donor Newsletter - A community foundation subscribing to the donor newsletter package sends out the donor material to people who already have funds at the foundation or who are prospects for a fund. The material shows the donors and prospects that the community foundation’s tools are very useful and the staff is knowledgeable about everything related to philanthropy. Embolden’s cut-and-paste material to engage fundholders and prospects helps reinforces a decision to work with the foundation.

As is the case with all Embolden content offerings, the material we send to our clients on the first day of every month for each of the subscription packages (donor, professional advisor, nonprofit) is fully editable and customizable by each community foundation client to meet the needs of their own foundation. In short, we write the words and you make them your own!

insightsLaura McKnight