1. Community Foundation Development Webinar Series
Establishing a Professional Advisers Network
March 2017

2. To gain referrals to your CF from:
Why?
To gain referrals to your CF from:
Lawyers
Accountants and
Financial Advisers

3. Ripper examples

4. Why Philanthropy? Remain the point of contact for clients
Point of difference for business
Client retention (particularly intergenerational)
Meet the needs of a changing client focus
Create change in the world you live

5. Why CF’s? “Not sure on how to position the concept with clients”
“I don’t understand enough about the process.”
“There’s no clear and succinct process for positioning the subject”
Fremantle Foundation survey of Wealth Advisers- 2015

6. Why CF’s? We can support you to provide
flexible, client focused giving options.

7. “If you’re not talking to your clients about philanthropy, then someone else is.”

8. Stories from the field - Andrew and Dylan
How?
Stories from the field - Andrew and Dylan

9. How? 10 ideas to get you going… Recruit or allocate a Board member
Create a working group / committee
Invite yourself over for morning tea
Attend and present at group meetings
Annual Report / Collateral

10. Build and retain relationships.
How?
Comms: list (segmented), Linkedin
Special event with a well known guest speaker
Workshop accreditation (CPD points)
Sponsor Industry Awards
Advertise / editorial in magazines
Build and retain relationships.

11. What? Assign someone in your team to drive
Put a simple plan together for the next 12 months
Get support and buy in from Board

12. Fireside Chat noun: an informal conversation
Fireside Chat Tag you’re it! The joys and challenges of being a single point or low staff organisation 11am, Tuesday 4th April Teleconference and Online
Fireside Chat noun: an informal conversation