A colleague from The Netherlands at Kinderhulp shared with me a reference book published periodically by a consortium of nonprofit organizations, of which Kinderhulp is a part. The nonprofits band together to fund the publication, which is then distributed to professional advisors. In fact, Jan sent me a copy from The Netherlands, and I can attest that it is very well done. The book contains each organization’s mission and contact information, separates groups into sections by overarching focus, and it is designed to be a handy reference resource for trust officers, attorneys, accountants, foundation executives and the like. This is a novel idea! For more about Jan Wezendonk, see my posting, “Charity Lotteries: A European Success Story.”
In fall, 2015, I enjoyed a “demo” of GivingDocs during TechBreakfast Austin at IBM. “One of the best parts of a will is philanthropy. Support a cause or three and help them grow. Work with a favorite non-profit? Let us know and we’ll set them up with a free or discount plan.” This new platform might be the beginning of a spate of Will creation! It is also legally effective in the United States.
Is there a social media connection between you and professional advisors? You bet! I have been pleased to “friend” several professional advisors on my personal Facebook page, and to connect with them via LinkedIn, for instance. And on those pages, I constantly discuss my nonprofit projects. Communication is key.
I would like to acknowledge Cynthia Krause, JD at Baylor Health Care System Foundation in Dallas. Cynthia was one of the earliest fundraising professionals to acknowledge the growing importance of professional advisors, as well as the use of digital media to communicate with them.
I enjoyed a webinar in May, 2012 featuring Donald J. Green of the Bank of America Philanthropic Solutions group. Donald suggested reviewing your nonprofit database carefully to identify potential client advisors, and encourage them to join your board and/or advisory board(s). Donors can themselves help you identify professional advisors with whom they work, but sometimes you must be more proactive in identifying them on your own. You might also enjoy reading from The Clayman Institute for Gender Research at Stanford University, “Philanthropic Behaviors and Beliefs of Women’s Philanthropy.” Separately, I have written about Women and Philanthropy on this website as well.