Resources

• Robert Levey, CEO of Exponential Squared, has more than 15+ years of experience in marketing and development in leadership roles, complementing his varied academic background, which includes a BA (Philosophy), BS (Organizational Behavior), MA (English), MBA, and a PhD in Transformative Studies. His particular expertise is not just within the physical business space, but the psychological space, as he seeks to help clients not just do good (or better), but develop a deeper understanding of themselves in the process.
  
  

(A SAMPLE TO ASK YOUR FAVORITE NONPROFIT ABOUT)

• Receiving Bank Name, Address, Contact Person, Contact Phone/Fax
• Receiving Bank’s SWIFT Code
• Receiving Bank’s ABA #:
• Receiver’s Bank Account Name: YOUR NONPROFIT
• Receiver’s Bank Account #
• When you wire to this account: Please notify THE RIGHT POINT PERSON AT YOUR NONPROFIT

• PG Calc software is helpful for illustrations.

• Charitable Solutions Brad and Bryan are there to be helpful if you want to establish a gift annuity that leaves the remainder to many charitable beneficiaries.

PG Calc software is helpful for illustrations.

Ask your local community foundation for a list of local trust companies who can help.

Jenny Kleintop is a philanthropy operations and fundraising database consultant. She is the Founder and CPOO of PhilanthropyOps, offering fractional support, interim work, and professional development for philanthropy operations, CRM/database, data, and prospecting. She helps to accelerate progress, growth, and development, as well as helps drive better fundraising results. Jenny inspires and adds humor and approachability as fundraising continues to evolve and innovate! Follow Jenny on LinkedIn for her insights on fundraising, philanthropy operations, and nonprofits. Learn more at www.philanthropyops.com.

Silicon Valley Community Foundation can receive gifts of crypto and send the net proceeds along to the nonprofit (2% fee to liquidate and transfer).

The Giving Block is also a resource (also a 2% fee to liquidate and transfer).

Your local, trusted life insurance agent can be helpful with permanent life insurance appraisals at the time of donation.

See your workplace retirement representative for how to make a beneficiary change to your life insurance policy and/or retirement plan through work.

Your trusted local Wealth Advisor is a wonderful resource as well.

See your trusted nonprofit’s finance team regarding how they might set up a stream of income from royalties.

The Fine Art Group (Colleen Boyle): Take photos and send them along to her; they have a whole team of specialists who help to bridge the donated item and a potential buyer

A definitive database of 300 different donor-advised fund sponsors…check it out! https://www.dafinitive.com/

Philanthropy is a relationship business.  In order to begin a meaningful conversation with prospective major donors, you'll need to find them (prospecting) and learn a little something about them and their affinity for your mission (prospect profiles).  Pauline Palkovic at Acorn Hill Associates provides everything from data analysis and wealth screening to new prospect lists and in depth profiles to help you forge the meaningful relationships that will lead to those six- or seven-figure gifts. 

An expert who can help you showcase your cultivation and stewardship events., handling all aspects of event management, including any permitting as needed. Dawn Curtis Hanley at “Anchor18 Events + Experiences” will treat you right!

• Rod Ganis is with Expense Reduction Analysts (ERA), consultants with expertise and resources required to analyze any type of market/expense, no matter how complex. He says payment to his company is solely based on the cost savings achieved for the nonprofit: if there are no savings, there is no fee charged!

• T.D. Thompson is with Schooley Mitchell. He says a nonprofit can be more efficient and profitable by focusing on four specific expense line items: Telecom (i.e. wireless, local and long distance, VoIP, data connectivity, Internet, conferencing), Electronic Payment Processing (“EPP”- credit and debit card processing fees), Parcel Shipping (via UPS, FedEx or USPS), and Waste Removal Expenses. He and his firm can reduce a firm’s annual spend on each of these four line items by close to 30%. Here is a three-minute educational video

• Jon Horn is also with Schooley Mitchell. He says that--daily--businesses are bombarded with offers on the latest technology and services. He and his firm offer independent and objective recommendations based solely on the client’s best interests. Any business that processes debit or credit cards, utilizes telephones, wireless devices, computers, ships small packages, e-signature or generates waste can benefit from his service.

• Lastly, Rob Sullivan is with Schooley Mitchell as well. With expertise in telecommunications, transportation, inventory management, manufacturing and supply chain management, he improves services and processes, grows revenue, and enhances the client experience. He implements new programs that reduce costs and increase productivity.

• Tides Foundation can help with organizations that need an entity to help them take in charitable gifts.
• Ribbon does the same type of work and is also a valued resource: Fiscal sponsorship for artists - Get Ribbon

Look at all the wealth of professional talent here…all fifteen people listed below are ready, willing, and more than able to help write grants to help nonprofits!

• Rachel Werner, MPA, GPC, PMP
• Alison Yoder
• Mary Demery
• Lisa Winkler
• Shavonn Richardson, MBA, GPC
• DeaRonda Harrison
• Julie Assel, CGMS, GPC
• Pear Associates, LLC
• Kyson Bunthuwong
• Regina Bennett
• Anna Bilyeu, GPC
• Kerri (Fernsworth) Feazell
• Shauna O'Toole, MA, GPC, CFRE
• Fielding Jezreel, MSW, GPC
• Isatou Bittaye-Jobe

Do you need someone who can produce GIFs, or a traditional print designer, or maybe a presentation designer? Linnea Spelman is humble but one of the best in the business.

New Hampshire Charitable Foundation has a nice informational link here and can provide sample language for a Gift Acknowledgement Form.

Your trusted CPA can be helpful in understanding your tax situation.

Your trusted tax attorney might be helpful as well.

• Digital Marketing: Vision Social is a digital advertising agency who has worked extensively with non-profit organizations. They specialize in paid social media but can also help with items like Google Grants to get additional funding and execute tactics for search engine marketing and more. Ask them for a sample case study!

• Direct Marketing: PMG Marketing Solutions help nonprofits acquire and retain donors by providing turnkey direct mail services. Their slogan is:  "We bring big-guy solutions to little guys."
  
  

Lew Sabbag of Publish Today Media, LLC is top-notch. So is Marc Mustachio at Kraus Marketing. They can help you with all of the following:

Social media, e-mail marketing, and display advertising campaigns targets specific, strategically selected audiences (like the ones you want to meet). This leads to increased traffic to your organization’s website and landing pages, often resulting in:

• Increased donations
• Increased participation
• Increased volunteering
• Increased event registrations

Website design and development exists to create modern, interactive websites that:

• Tell the story of your organization and its members
• Conveys the impact of your organization’s efforts
• Enables visitors to engage through participation, volunteering, and/or donations
• Legitimizes your organization in the minds of site visitors

Video production creates compelling, emotionally-moving content that drives action and activation in these ways:

• Impact Summaries
• Annual event overviews
• Advertisements and commercials

• Photography: A nonprofit will likely need event photography as well as one-off needs to take photo-journalistic-style images to support newsletters and social media posts. Two highly recommended shutterbugs are Katta Sasvari and Rob Strong

• Authentic Advisor Video produces authentic videos that define financial advisors' company culture (including one that promotes philanthropic planning) and brand message, ranging from budget-friendly remote interviews to comprehensive on-site cinematic packages. All services including video editing with integrated graphics and licensed music. They customize video packages to meet clients’ needs, often including the most commonly chosen types of videos: brand/culture videos, planning approach videos, and client testimonials. They’ve published work for NAPFA, Journal of Financial Planning and Vimeo and have taught workshops invited by UCLA Extension, Financial Planning Association, General Assembly and others.
  
  
  

American Cancer Society Charitable Gift Planning’s Joey Ann Fowkes CAP® is a Senior Director, Estate & Gift Planning.  Joey can help with simple and complex legacy gift planning (bequests, trusts, retirement & insurance beneficiary allocation, real estate, appreciated assets, business sales, etc.) and explore gift restrictions to specific cancer research initiatives, programs, and services to help end cancer, as we know it, for everyone

Foundation Source represenatives Dave Estanislau and Mary Bradach can answer any questions you have on this topic.

• Realty Gift Fund (RGF): Jay Grab and Bruce Geiss are seasoned real estate professionals dedicating their career experience to the nonprofit world. Their specialized nonprofit exclusively accepts charitable gifts of real estate…of any kind…from anywhere…and provides donors with the full scope of tax benefits. And, RGF grants the funds it produces from its sales to other nonprofits. Bruce and Jay are responsive, transparent, and reliable, and they accept 100% of the risk of complex real estate gifts! In lieu of a fee, RGF supports its own nonprofit operation with a small flat share of every sale ($20,000 to $30,000 on average), agreed-upon at the establishment of each Donation Agreement.

Watch this four-minute video to learn how RGF makes gifts of real estate safe and easy

• Charitable Solutions has Bryan Clontz & Brad Caswell to help you out; real estate is not their only focus area; ask them for their fee structure, which is usually a percentage of the assets donated

• Real Agents of Change (RAOC: Cami Baker is working with real estate agents nationally regarding how to help nonprofits—by sourcing potential gifts of real estate

• New Hampshire Charitable Foundation

• The Giving Block

• FreeWill

• Your trusted Trusts & Estates attorneys

• Your trusted Wealth Advisors, Broker-Dealers (BDs), and/or Registered Investment Advisors (RIAs)

Ash Nelson at AshAssist can help with administrative tasks, project management, AI integrations, editing, and more!