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

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

Ripper examples

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

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

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

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

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

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

Build and retain relationships. How? Comms: Email 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.

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

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