Are you a fundraising professional who desires to enhance your charity’s social impact? We can help!
As an advocate for your charity’s mission, there is nothing more fulfilling to you than to help it in attracting additional donations and planned gifts, and to be included in a family’s legacy plans. You are additionally assured that your fundraising results are put to good use, through highly effective management of the foundation’s assets and alignment with your charity’s vision.
Dan Hague is a holder of the MFA-P (Master Financial Advisor in Philanthropy) designation, a member of, and volunteer with, the CAGP (Canadian Association of Gift Planners), and is listed on Will Power.
Donor engagement
Elevating your donors up the ‘fundraising pyramid’ is paramount to effective fundraising. We can host fun and engaging events (virtual or in-person) for your current and prospective donors, focusing on legacy planning, i.e. planned giving. This is key in demonstrating the social impact your charity provides, in combination with the crafting of highly-effective financial strategies, such as Donor Advised Funds, or Life Insurance polices with your charity as the beneficiary, etc.
Deep-dive educational seminars for key personnel (board members, staff and volunteers)
Educate and motivate your charity’s key personnel through presentations which are detailed and in plain English.
Foundation asset management
Get your charity’s foundation’s assets on the right course. Obtain clarity on the most prudent asset structure, as well as professional investment management from several of the world’s most premiere institutional money managers.