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Tag Archive 'nonprofit'

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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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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Don’t you love it when everything just clicks — when it all goes according to plan? It’s an awesome feeling to have that happen. On the flip side, it’s a real pain when you are sure you’re doing everything right and it’s still not working. That’s maddening.
I believe that’s one of the reasons why start-up [...]

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Aren’t annual reports beautiful documents? They’re the top of the food chain among printed business documents — lush, rich, and elegant. I recently saw one from a community benefit organization that had been entered in a design competition. It was gorgeous. It had beautiful paper, fantastic photography, the finest printing, and truly exceptional graphic design. [...]

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There isn’t any one reason that so many community benefit organizations struggle to make ends meet, but there is one reason that I see most frequently. It has to do with the balance or imbalance of profit and growth within the business. What’s that you say? Profit? Business? Aren’t we talking about community benefit organizations [...]

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My wife and I are about to become empty nesters. I know, this is a professional blog about marketing issues. Hang with me for a moment. So, yes, our only child is about to fly away to college. We got our first taste over the last month as my son was away being a camp [...]

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