Creating Smart Philanthropic donor opportunities
When it comes to our fundraising activity, our biases can cloud our ideas about donors in general and about who will donate to our organization specifically.
If we exclude qualified prospective donors based on preconceived ideas about their ability to donate and the sources from which they can donate, are we achieving our potential?
Although we will never entirely rid ourselves of biases, we can improve our overall fundraising impact with intelligent automation that mitigates those biases.
Ignoring technological tools means we aren’t supporting our staff and volunteers well. It means we’re not an attractive prospect when we set out to hire the best new talent. And above all, it means we’re not serving our donors by helping them uncover untapped potential for smarter giving.
PhilanthropyLab® is a smart technology that doesn't care about the size of your operation.
It pushes past your biases, showing your donors win-win scenarios for giving to your organization.
Our Mission
PhilanthropyLab® provides education, training and tools for charities with an aim to increase philanthropic giving among fundraisers, board members, volunteers, and financial and estate planning professionals.
Doing well by doing good
Competition for raising funds in Canada is growing. Having tools and expert advice at your fingertips is a tremendous advantage when discussing philanthropic giving with your donors.
We already understand the need for change and innovation in the way we fundraise:
- Charitable giving has been stagnant or on the decline for the past decade
- Annual donors are decreasing in number and are not increasing their annual gifts
- 60% of adults don’t have a current estate plan and are not prepared to consider making a major gift
- 96% of individuals with current wills have not included a bequest to charity
The need to change and innovate is already upon all charities. The need to reinvent how charities “rethink” their challenges and vulnerabilities as well as build a sustainable model for program delivery, operational sustainability and fundraising is required to address current and future needs.
Why is PhilanthropyLab® needed now?
- Charities lack the tools and resources to engage with donors beyond typical annual giving approaches
- Major gift and planning giving is a nice to have but often missing from most charities due to the skill required to engage in discussions with donors
- Charitable giving has been stagnant or on the decline over the past decade
- Individuals are not giving at commensurate levels to their capacity
- Giving is concentrated to a small cohort of individuals
- Annual donors are not including bequests in their estate plans
PhilanthropyLab® Features and Benefits
A customized Giftabulator® microsite with your organization’s logo, images, key contact individuals, embedded documents for stock or mutual fund transfer,and bequest documents.
A unique Giftabulator® button that can be placed on key areas of your charity’s website to highlight specific programmes, development updates, or ways to give.
A Giftabulator® button that can be positioned within the email signature of your organization’s key representatives that sends external communications to donors and stakeholders.
A customized QR code that can be included at events and positioned in public places for easy downloading on all mobile devices.
Dynamic and updated provincial and federal tax calculations that illustrate the tax benefits of donating stocks, mutual funds, real estate, registered investments, and small business shares compared to equivalent cash donations.
Clear calculations illustrating the benefits to both donor and charity of including RRSPs and RRIFs in estate planning.
The Willable® application illustrates how a bequest can not only reduce tax but have a minimal impact on the inheritance of beneficiaries.
Quarterly webinars with leading advisors in estate, tax, financial, and philanthropic planning will be available for charities and their members.
Weekly visitor monitoring and check-ins will provide insights for the charities on their website traction; follow-ups will provide strategies on how to increase overall reach with donors and prospects.
20 hours of Just-In-Time coaching, as well as mentoring with donor engagement as required.
Phil the chatbot walks visitors through either an appreciated asset donation or an estate bequest to make navigating the application process easier.
