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Category Archive for 'non profit'

While meeting with a client the other day the conversation turned to their growth plans. The client softly explained that their growth plans were pretty conservative considering the economy and how much their board of directors enjoyed their dividend checks. We both chuckled knowing that growth needs to be funded by profit and would cut [...]

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I get asked this question a lot. When I talk with a community benefit organization about their marketing for fundraising, probably 4 out of 10 times I’m asked whether everything they send out should include a fundraising ask. In my opinion, the answer is quite simple — no.
Your donors and prospects are valuable but different [...]

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Frontline associates are often the most frequent point of human contact provided by an organization. I’m talking about folks like the teller at your bank and the undergrad working the alumni association telethon. They’re the tip of the spear, yet they are also among the least empowered in the organization. Their roles are viewed as [...]

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Last Saturday I led a group of volunteers providing an art therapy project for the kids at Marillac, a Kansas City hospital and school providing for the special educational needs of boys and girls with learning disabilities. I had absolutely no idea what I was doing. I have no experience with art therapy or special [...]

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Over the last several years the economy has taken an alarming toll on the community benefit sector. For many organizations and foundations income is down 20% to 40% and sometimes more. No business can contract that much without suffering tremendous pain. While the markets have shown signs of rebounding over the last several weeks, other [...]

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A few weeks ago I wrote a series of posts that explored using nonprofit planning tools as a new lens for examining the financial services sector. This post is about a firm that did just that. The Bendigo and Adelaide Bank in Australia has created an online social community site for their customers and everyone [...]

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Part 3 of 3 — This week SPURspectives is examining the new opportunity opening up in the securities sector as a result of changes in the FINRA guidance regarding social media use. Social media is taking off and FINRA has said you are now free to move about the cabin. In this three part series [...]

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Part 2 of 3 — Yesterday’s post looked at the first two principles from Hildy Gottlieb’s book, The Pollyanna Principles, in light of how they might be applied to the securities sector’s opportunity with social media. Today SPURspectives is covering a few more of the principles and how they address some of the biggest objections [...]

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Part 1 of 3 — The securities business is now free to participate in social media, thanks to the new FINRA guidelines. This should have a significant impact on the investment community interacts with customers. Needless to say, the financial sector is late to the social media party, but there are advantages to arriving late. [...]

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Each of us is intimately aware of how we are being impacted by the current financial crisis. However, it is the younger millennial generation that deserves closer examination, as their response to the situation will have the furthest reaching impact on our future. The financial crisis is having a greater impact on the saving, investing, [...]

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