1. The future of fundraising
Investor Presentation
Includes typical charity presentation
2. Value Creation for Investors
Management has extensive experience in transaction based services. A previous transaction
processing company founded by Management was acquired for nearly $20 million. Management
believes Dynamic Scrip should be able to create much more value for investors than their previous
company that was acquired. The reasons for this strong belief are:
•The Gift Card Market is $138 billion and growing
•The Mobile Rewards Market is exploding
•The Non-Profit Industry is $8 billion and growing
•Mobile Gifting is growing
•The Greeting Card Industry is $9 billion and shifting to online
•Our technology is superior to anything else in the market
• Scalable
• Unique
• Built for white labeling
• We can also accept donations on behalf of charities
•We have an experienced Management Team
•Our Sales Team has a proven track record of closing large accounts
•Our Sales Funnel is filled even though we are officially launching July 6th
•We expect revenues of $133 million, Operating Income of $4.4 million and Net Profit of $2.5
million or more in 2018. Closing just one national account will reach these goals.
•We have experience in building companies with an exit strategy in mind
Attached is a sample presentation we would typically send to a charity outlining our services.
3. Great Returns with Limited Risk
We believe Dynamic Scrip is the future of fundraising. Our business model, technology and experience in transaction
based businesses will provide a substantial return to investors with a limited amount of risk. In addition to a very fair
share price, we also offer a healthy dividend to a very select group of investors. Please join us as we strengthen local
communities.
•Limited Number of Investors
• We are limiting this investment to a maximum of 10 investors
•Great Potential Returns
• Shares should be worth 5X the initial investment if we hit our goals in just 36 months
• Very healthy dividend also included
•Proven Track Record
• Management sold a previous “start up” for $20 million dollars in 2005; netting millions for investors
• 20 years of transaction based marketing experience
•Low Investment Requirement
• Low minimum investment
•Support Local Charities
• Our business model assists local charities in raising critical funds. As an investor, you help facilitate building a
stronger local community
• Cutting Edge Technology
• We offer the only end to end, non-inventory Mobile App fundraising system in the country that combines both
national & local retailers.
• We even accept donations via our Mobile App for our Non-Profit Clients
• Extremely scalable business model allows for rapid regional or even national expansion for a very low incremental
cost, thus increasing profits exponentially.
- The statements made in this presentation are forward looking -
4. The future of fundraising
Start of Charity Presentation
5. The New Paradigm in Fundraising
Because our “products” are a branded payment based system (Gift Cards, Visa Cards,
Mobile App/Mobile Wallet), we can help you capture exponentially higher monthly
revenues than ever before.
According to the US Department of Labor (Sept. 2014), the average family spends over
$51,000 annually on everyday items like: gas, groceries, clothing, dining out,
entertainment, auto services, home improvement, health services and more. Our
program will help you add these new revenues to your existing product portfolio quickly
and keep your customer active longer through our unique value proposition.
6. The Future of Fundraising - Now
Dynamic Scrip truly is the Future of Fundraising. From cutting edge technology to
effective marketing strategies, we’ll help you drive more donations than ever. Our
Program will provide you with (1) the ability to attract new (younger) parishioners and (2)
maximize the amount that each parishioner contributes.
•Private Labeled
• Perfect for branding – remind parishioners why they are supporting scrip with EVERY
purchase.
• A very low cost of just $79 per month to have your own Mobile App & custom website
•Lifestyle Driven
• Easy to sign up
• Easy to use
• Designed for everyday needs
•Young Family/Millennial Focused
• 86 million millennials – the largest demographic EVER in the US
• They are technology driven (cash and checks are foreign to them as payment
options)
• Millennials and young families are the future of nearly every parish
7. Fully Integrated Solution
Dynamic Scrip is the only “Fully Integrated, End to End Fundraising Solution” in the US
that provides parishes an inventory free scrip program that addresses ALL of a
customer’s daily purchasing needs:
•National Retailers
• Mobile App Driven
• Thousands of retail locations across the country
• Nearly 200 leading retail brands and growing
•Local Retailers
• Dynamic Visa Card Driven
• ANY local retailer can sign up (even gas stations)
• Great for supporting the local community
•Petroleum/Gas
• Dynamic Visa Card Driven
• Nationwide Gas n’ Go Program also available
•Donations
• Dynamic Visa Card, Checking Account or even Credit Card Driven
• Increase giving up to 126% vs. traditional programs
8. Dynamic Scrip vs. “Regular Scrip Programs”
With traditional “Regular Scrip Programs” there is
tremendous pressure on scrip coordinators and
parishes/schools on a number of fronts:
•Inventory
• Live cards
• Negative cash flow for purchases
• Many hands touching inventory
• More success = more inventory
•Local Retailers
• Coordinators must source product
• Live cards & even certificates
•Scrip Coordinator “Burn Out”
• Yes. Due to all the responsibilities
• Tracking, auditing & sales
•Lifestyle Driven
• Not at all; very antiquated
• Not payment option friendly for parishioners
•Auditing/Budgeting Issues
• Difficult to reconcile
• Difficult to calculate actual profits
• Losses due to “shrink” or mistakes
• Difficult to budget for upcoming months
With Dynamic Scrip, your Coordinators can focus on the
most important goal – growing your scrip program while we
handle the rest!
•Inventory
• NONE – All Mobile App & Visa Card driven
• Positive cash flow
• Nobody touching inventory
• More success = more profits
•Local Retailers
• Dynamic Visa Card Driven
• NO live inventory. ANY local retailer can sign up
•Scrip Coordinator “Burn Out”
• None – Sales focused because ALL of the
inventory issues are gone.
•Lifestyle Driven
• Absolutely!
• Instant issue of “product” to the parishioner
• 3 consumer driven types of payment methods
• Easy to sign up, easy to use
•Auditing Issues
• Very easy
• Full reporting for 100% of the transactions
• Easy to budget for upcoming months
9. 3 Easy Ways to Contribute
Many parishioners do not participate in scrip is because it is not convenient and does not fit
their busy lifestyles. With Dynamic Scrip, it is very easy for parishioners to get involved and,
more importantly, to stay involved in your scrip program. It couldn’t be more simple or more
rewarding!
•Dynamic Visa Card
• Highest Scrip Rebates
• Many Local Retailers (so you can earn more scrip rebates @ more places)
• 10 Cents Per Gallon Rebate with our Nationwide Gas n’ Go Program
• Gas purchases count towards your Dynamic Scrip Membership Program
• Great for budgeting (no interest since it’s a debit card)
• Perfect for teenagers (allowances, budgeting)
• Friends and Family can help!
•From your Checking Account
• Highest Scrip Rebates
• Start making purchases today!
• Great for budgeting
• Friends & Family can help!
•Your Favorite Credit Card
• Earn your credit card rewards points & help scrip at the same time – it’s the best of both
worlds!!!
• Start making purchases today!
• Get 30 days “float” from your credit card provider in most cases
• Friends & Family can help!
10. Zero Inventory
One of the largest issues with traditional “scrip programs” is that
they require a large outlay of cash from the parish to purchase
the card inventory. This stifles sales and causes the parish to
hold large quantities of inventory.
Many “successful” scrip programs have over $100,000 in live gift
card inventory at any given time. Because of this huge liability,
some non-profits have experienced internal “accounting
irregularities” of over $70,000 with traditional scrip programs.
With Dynamic, there is never any inventory. This allows you to
grow your scrip program to it’s fullest potential without the
concern of inventory cost or internal issues that may arise.
11. 150 National Retailers Available
Dynamic Scrip Mobile App/Mobile Wallet
Our new Mobile App and Mobile Wallet allows your
parishioners to purchase mobile gift cards and have
them sent to their mobile device (phone, tablet or
laptop) instantly! This greatly increases the number of
available merchants your parishioners can earn scrip
rebates from. The mobile gift card balances are then
stored in their Dynamic Scrip Mobile Wallet for future
use. Our Visa Debit Card can also be managed directly
from our Mobile Wallet, which allows your
parishioners the ability to manage all of their account
balances and purchases instantly in the palm of their
hand.
Our Visa Card is primarily designed for local merchant
and gas purchases, while the Mobile App is designed
for national retailers.
12. Dynamic Visa Debit Card
Our universally accepted Visa Debit Card is specifically designed to give your
parishioners one card to use at many local retailers on our Visa Retail Network. It also
provides cash back at any gas station nationwide with our Preferred Membership
Rewards Program. This exciting program requires no live inventory at the parish and
offers instant delivery of product to your parishioners. It is the easiest way ever
designed to participate in scrip!
13. Preferred Membership Program
Our new Preferred Membership Program directly rewards & encourages your
parishioners to participate at higher levels by combining scrip purchases AND
donations to dramatically increase their Nationwide Gas n’ Go Rebate all the way up
to .10 cents per gallon!
Preferred Membership Program – Dynamic Visa Card Only
Membership Status Customer Mo. Spend* Monthly Fee Gas n Go Rebate** Rebate %
Silver $0-$250 $2.95 0.03 Varies by Retailer
Gold $251-$999 $0 0.05 Varies by Retailer
Platinum $1000+ $0 0.10 Varies by Retailer
*Customer Monthly Spend = Mobile App purchases + Dynamic Visa purchases + Donations
+ Friends & Family Members
Any donations made to the Parish or School through Dynamic count towards
attaining Gold or Platinum Membership just as any qualified purchase would!
14. Nationwide Gas n’ Go Program
Save up to 10 Cents Per Gallon!!!
Dynamic Scrip has done it again! This time by
saving your parishioners money at the pump.
Just use your Dynamic Scrip Visa Card at ANY gas
station in the country and select “credit” at the
pump and you’ll receive up to .10 cents per
gallon every time to fill it. It’s the easiest way to
keep your hard earned cash!
Lower your cost of filling up at your
favorite gas station & start saving money
today!
**Restrictions apply. Exclusive to Dynamic Visa Card customers.
15. Case Study
Attached is an example
of the profit potential for an
average parish.
Participation and Family &
Friends are the keys!
Parish Case Study
# of Parishioners 500
Participation Rate 30%
Active Dynamic Parish Members 150
Average Annual $'s Spent $3,600
Average Commission 5%
Annual Sales $540,000
Annual Commission Dollars $27,000
Family & Friends Active Members* 300
F&F Average Annual $'s Spent $2,400
F&F Average Commission 5%
F&F Annual Commission Dollars $720,000
F&F Annual Commission Dollars $36,000
TOTAL COMMISSION DOLLARS $63,000
*Assumes 2 F&F Members for each Active Dynamic
Parish Member
16. US Gift Card Market is expected to reach $138
Billion dollars in 2015!
The US Gift Card Market
17. Gift Card Uses
Personal Use
• Gas
• Groceries
• Restaurants
• Clothing
• Everyday Items
• Electronics
• Entertainment
• Home Improvement
• College kids
Gift Giving
• Convenient
• High perceived value
• Birthdays
• Graduations
• Holidays
• Weddings
• Special Events
18. Personal Use is the Key!
The overall Dynamic Scrip market size for personal use (not gifting) is
exceptionally high. The average family spends over $51,000 per year on
products that our payment options could be used for. A typical family of 4
example would be:
Walmart/Target $500
Gas/Auto $100
Walgreens/CVS $100
Starbucks/Caribou Coffee/Dunkin Donuts $50
Various Restaurants $150
Clothing $200
i-Tunes/Ebay/Fandango/Amazon $100
TOTAL MONTHLY SPEND: $1,200
An average Dynamic Scrip Member spends $411 per month*
19. Personal Use = Stable Income
The majority of gift cards for gift giving (not personal use) are
purchased during the peak holiday seasons of Christmas,
Father’s Day, Mother’s Day, graduations, weddings, birthdays
and special events. If you’re only focused on the traditional gift
giving side of Dynamic, you’re missing the largest and most
stable portion of our fundraising opportunity: personal use.
Personal use, combined with traditional gifting allows for a stable,
reliable income for your organization year round. It also enables
you to benefit from the huge gifting peaks during the holiday
seasons.
20. Gifting – Purchasing Habits
The vast majority of gift cards that are purchased today are in the
food, drug and mass retail channels. This includes retailers such
as: Grocery Stores, CVS & Walgreen’s. Our concept of gifting is
to shift those purchases from the national retailer where your
parishioners have purchased gift cards in the past to purchasing
from Dynamic so your own organization gains scrip rebates for
the sales. This shifts the profits from the retailers to the parish.
21. Friends & Family Program
By talking to your friends and family about Dynamic, you can
earn additional profits. This can leverage your sales
exponentially! The process is simple:
1.Sign up friends and family
• Free sign up
• For gifting or for Visa Scrip Debit Card & Mobile App
• Easy and convenient for parents/grandparents to
support their children
2.Friends and family that sign up will be given a customer code
3.That customer code is tracked in our database for that
customer
4.You receive scrip credit for all purchases they make
Simple!
22. Guaranteed Security
Dynamic Scrip offers your parishioners several layers of protection so they can have peace of
mind that their hard earned funds are 100% safe:
•Holding Company – Visa Card funds are held by our sponsoring bank, Cedar Rapids Band &
Trust. CRBT is publically traded on the NASDAQ (QCRH). Your parishioners’ funds never
leave the CRBT holding account until they are spent.
•FDIC Insured – Each card is FDIC insured up to $250,000
•Visa Zero Fraud Liability Protection – If your Member is the victim of a fraud or unauthorized
transaction, they will be refunded the full amount.
•“Verified by Visa” Fraud Protection – This program offers your Members who shop online an
extra layer of fraud protection for participating online retailers.
23. Future Product Enhancements
We expect the following product enhancements to become available in the next couple of
months:
•Mobile Coupons – Our goal is to provide this money saving benefit to Parishioner at no cost.
Parishioners would basically be able to “double dip” savings.
•Mobile Gift Giving – This exciting product allows your Parishioners to give a Mobile Gift Card
to anyone, anytime in only a few seconds via email or even text message.
•On Demand Custom Greeting Cards & Gift Cards – This first to market product allows
parishioners to design custom greeting cards, choose a gift card and even add a personal touch
by uploading pictures or adding a personal message. Then just tell us where to mail the card
and you’ll gain valuable scrip credit for shopping at home!
•Local Banks – We’re developing new technology that could allow parishioners to use their
local bank credit or debit card at participating local retailers to gain scrip credit. This could be
especially useful in smaller rural communities.
•Geo Fencing – We will soon have the ability to assist Scrip Coordinators in promoting scrip
services and raise donations by using advanced geo-targeting marketing techniques.
Essentially, we can send targeted ads to a customers phone reminding them of the parish
needs. This cutting edge technology can be turned on or off by parish and also by times.
24. Getting Started
Getting started with Dynamic is easy!
1.Sign up your organization. You will be provided an organization
customer number.
2.Your parishioners sign up online. They will be provided a
customer number.
3.Your parishioners make purchases with their new Mobile App or
Visa Card, which is tied to your parish.
4.Dynamic tracks all parishioner purchases for each calendar
Quarter for your entire organization. This includes Friends &
Family Members.
5.Dynamic pays the rebates earned to your parish Quarterly for
all Visa Card and Mobile App sales.