The new paradigm in giving and philanthropy - don\'t be left behind

1. PhilanthropyPlus Making Good Work

2. The New Paradigm in Giving Passing on VALUES through valuables Beyond “check book” charity Social Investment Gets the donor what he/she wants Transforms the transaction into a relationship Philanthropy = love of humankind

3. The New Paradigm Personal Based on Values Face-to-Face Fundraiser as a trusted advisor Ambassadors Networking

4. The New Paradigm Total Philanthropic Portfolio Integrated With the donor’s best interests in mind Greater emphasis on Gift Planning: Spotting the opportunities Solving problems for the donor Training the Ambassadors Win/Win/Win Build network with allied professionals: Estate attorneys, CPAs Financial Advisors

5. Where are you spending time? Media/Advertising “Door-to-Door” Special Events Impersonal telephone/telemarketing Telethon/Radiothon/Webathon Impersonal letter/direct mail/internet Telephone solicitation – warmer prospects Personalized letter/direct mail/internet Personal letter/personal telephone call Face-to-face (transition to long-term) Annual funding vehicles from least effective to most effective.

6. Innovations in Mission Advancement

7. Network Fundraising Business Mastermind Groups The Ultimate Gift Club The Ultimate Life Society Expanded list of techniques – Total Portfolio approach Part of the PhilanthropyPlus ™ system for non-profits.

8. Carefully Cultivated Growth

9. Laura Anne Miller, Independent Philanthropic Advisor Philanthropy2.wordpress.com PhilanthropyPlus Making Good Work LinkedIn:www.linkedin.com/in/lauramillermm