Helpers

It takes a village, right? Rick is not the only helper you have. Click the “See Helpers Here” button below to see the different ways to give—and who those other helpers are!

THIS HELPERS SECTION IS ALWAYS BEING ADDED TO…IF YOU SEE SOMEONE MISSING WHOM YOU FIND TO BE HELPFUL RELATED TO DONATIONS OF NON-CASH ASSETS, PLEASE LET RICK KNOW!

BUSINESS DEVELOPMENT AND MARKETING STRATEGY

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.

CASH WIRING INSTRUCTIONS (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

CHARITABLE GIFT ANNUITY (CGA) ESTABLISHMENT

PG Calc https://www.pgcalc.com/about/team software is helpful for illustrations.

Charitable Solutions https://charitablesolutionsllc.com/meet-the-team/; Brad and Bryan are there to be helpful if you want to establish a gift annuity that leaves the remainder to many charitable beneficiaries.

CHARITABLE REMAINDER TRUST (CRT) ESTABLISHMENT

PG Calc https://www.pgcalc.com/about/team software is helpful for illustrations.

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

DIGITAL MARKETING

See MARKETING MANAGER down below as well.

Vision Social https://vision-social.com/ 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!

CRYPTOCURRENCY DONATIONS

Silicon Valley Community Foundation https://www.siliconvalleycf.org/contact-us can receive gifts of crypto and send the net proceeds along to the nonprofit (2% fee to liquidate and transfer).

The Giving Block https://thegivingblock.com/donate/ is also a resource (also a 2% fee to liquidate and transfer).

DIRECT MARKETING

See MARKETING MANAGER down below as well.

PMG Marketing Solutions http://www.pmgmktsolutions.com/ : They help nonprofits acquire and retain donors by providing turnkey direct mail services. Their slogan is:  "We bring big-guy solutions to little guys."

DONOR-ADVISED FUND SPONSOR INFORMATION

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

DONOR PROSPECTING AND PROSPECT RESEARCH/CONTRACT RESEARCH

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.  Learn more at acornhillassociates.com or linkedin.com/in/paulinepalkovic

DATABASE MANAGEMENT

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.

EXPENSE REDUCTION

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! Read more about Rod here in this link: https://us.expensereduction.com/find-a-consultant/rod-ganis/

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 The Schooley Mitchell Process - YouTube and some info on T.D. as well: tdthompson - Boston, Massachusetts - Schooley Mitchell

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. Read more about Jon here: jhorn - Canton, Connecticut - Schooley Mitchell

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. Ready more about Rob here: rsullivan - Philadelphia, Pennsylvania - Schooley Mitchell

EVENTS COORDINATION

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 (5) Dawn Curtis Hanley | LinkedIn at “Anchor18 Events + Experiences” will treat you right!

FISCAL SPONSORSHIP

Tides Foundation can help with organizations that need an entity to help them take in charitable gifts. Their explanation in the link here Fiscal Sponsorship at Tides | Tides is well done.

Ribbon does the same type of work and is also a valued resource: Fiscal sponsorship for artists - Get Ribbon

GRAPHIC DESIGN

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: (5) Linnea Spelman | LinkedIn

ILLUSTRATION

Works well with the GRAPHIC DESIGN above. If you know someone really good at this, let me know and I will place them here on this page!

IRA QUALIFIED CHARITABLE DISTRIBUTIONS (QCD) DONATIONS

New Hampshire Charitable Foundation has a nice informational link here: https://www.nhcf.org/wp-content/uploads/2020/10/Qualified-Charitable-Distribution-IRA-Datasheet.pdf 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.

LIFE INSURANCE DONATIONS

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

MARKETING MANAGEMENT

Lew Sabbag of Publish Today Media, LLC is top-notch (5) Lew Sabbag | LinkedIn. So is Marc Mustachio at Kraus Marketing https://krausgroupmarketing.com/non-profit/. 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 (https://www.katasasvari.com) and Rob Strong (https://robstrong.com/About/bio/1).

PLANNED GIVING INFO (GENERAL)

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: https://www.linkedin.com/in/joey-ann-stephens-fowkes-cap%C2%AE-a7553a61/

PRIVATE FOUNDATIONS

Foundation Source https://foundationsource.com/team/ represenatives Dave Estanislau and Mary Bradach can answer any questions you have on this topic.

REAL ESTATE DONATIONS

Realty Gift Fund https://realtygiftfund.org/: Jay Grab and Bruce Geiss are seasoned real estate professionals dedicating their career experience to the nonprofit world. Their specialized nonprofit, abbreviated as “RGF,” 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: https://youtu.be/51xBHOkMBtc

Charitable Solutions https://charitablesolutionsllc.com/meet-the-team/ 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 https://www.theraoc.com/ (RAOC and Cami Baker); Cami is working with real estate agents nationally regarding how to help nonprofits—by sourcing potential gifts of real estate

RETIREMENT PLAN DONATIONS

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.

ROYALTIES: DONATIONS

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

SECURITIES/STOCK TRANSFER HELPERS

New Hampshire Charitable Foundation: https://www.nhcf.org/how-can-we-help-you/amplify-the-power-of-your-giving/instructions-for-gifting-securities/

The Giving Block: https://thegivingblock.com/#menu-for-donors

FreeWill: https://www.freewill.com/donate-stocks

Your trusted Trusts & Estates attorneys

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

VIDEOGRAPHY

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.

TANGIBLE PERSONAL PROPERTY DONATIONS

The Fine Art Group (Colleen Boyle): https://www.fineartgroup.com/team/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

WEB DEVELOPMENT

See MARKETING MANAGER above. An agency like Marc’s is recommended. This work often has a level of IT security involved that requires more depth of knowledge: one person to manage the front-end design and functionality, with another person or team managing the back-end code and security.