Financial Advisor Marketing Strategies | Snappy Kraken

[NEW] Visual Insights Newsletter | Strategic Philanthropy - Snappy Kraken

Written by Nicolle | Dec 1, 2021 5:00:00 AM

What inspires us to give to the causes we care about?

What stops us from giving?

The number one reason most affluent folks don’t give to charity is that they can’t nail down what they care most about and they can’t decide where to donate.

In fact, more than half (56%) say they don’t have a budget or strategy for giving. And nearly half say they don’t even really know that much about charitable giving — and they don’t really know what impact their philanthropy is having. 

How do we change that?

What can we do to give in more meaningful ways and truly make a difference?

This VIN will help folks answer these questions by getting them to think more deeply about their values and how their giving can have the most impact.

With 8 thought-provoking questions, this VIN will explore how to give more strategically so folks can maximize the impacts of their gifts.

It will share some of the latest data from the “2021 Study of Philanthropy: Charitable Giving by Affluent Households” and provide a crash course in impact philanthropy, highlighting the remarkable benefits (physiological, psychological, and social) of giving and showing how our giving can create or build on our legacy.

This VIN will also extend the financial professional as a helpful resource who can give the gift of experienced advice and guidance when folks are ready to start giving more and doing more with those gifts.

 

 

More about this campaign:

Title: Strategic Philanthropy

Type: Visual Insights Newsletter

Description: This VIN will help folks to think more deeply about their values and how their giving can have the most impact.

Target Audience: HNW clients and some prospects

Primary Outcome/Action: Extend the financial professional as a helpful resource who can give the gift of experienced advice and guidance when folks are ready to start giving more and doing more with those gifts.

Running Time: 21 days.