Strategic Support

Regulatory compliance and strategic planning are mandates for today's trustees. The need for oversight policies and integrated development programs is intensifying daily. Success requires higher levels of internal and external resources as competition for donor support increases. Charitable Solutions offers the kind of strategic support that allows organizations to focus time and energy on managing their core programs.

• Organizational and Development Assets
• Investment Management Consulting
• Policy Development: Gift Administration, Gift Acceptance, Investment, and Spending
• Endowment Building Programs
• Strategic Off-Sites
• Training and Education for Board, Staff, and Committee Volunteers
• Establishment of Pooled Income and Gift Annuity Programs

Strategic support assures compliance to fiduciary standards and attainment of long-term goals and objectives.

Communications Design

Charitable Solutions understands the importance of a well-designed communications program. Many well-intended plans fall short because of inadequate communications. Customized doesn't mean expensive, but it does mean effective. We can help by designing:

• Brochures
• Websites
• Annual Reports
• Direct Mail
• Slide Presentations
• Promotional Materials
• Newsletters

Workshop and Presentation Services

Workshop marketing is a powerful tool for developing clients. Custom presentations help financial service professionals effectively cultivate prospects. Presentations are designed on PowerPoint software and clients are provided with one full set of color slides and a detailed outline. Additional slide sets may be requested and full scripts provided, if desired. Costs vary depending on the size and scope of the project. Subsequent changes to slides can be provided at nominal cost. In addition to presentation development and design, clients may also enlist our assistance with related planning, preparation, and follow-up. Related service components may include:

• Target audience identification/evaluation
• Marketing methodology
• Budget planning/cost management
• Design of marketing materials (invitations, direct mail, correspondence)
• Print management
• Advertising (print layout, radio spots)
• Media selection/media management
• Facility selection and coordination of service
• Guest confirmation
• Presentation delivery
• Guest appearances
• Design of support materials, handouts, and evaluation pieces
• Follow-up (from thank-you correspondence to individual contact of interested donors)
• Analysis of cost, response, and results
• Staff training

Presentation Topics

Powerful presentations, custom designed for specific audiences, produce the most effective results. Demographics, purchasing patterns, age, affluence, group sophistication, and other factors contribute to designing an appropriate presentation or workshop. Some of the issues and topics that audiences have responded to include:

• Fiduciary Issues for Today's Nonprofit Boards
• Strategic Fundraising
• Family Issues and Estate Planning

Contact us for more information by e-mailing us at csteiger@cox.net.