Philanthropists! That’s where the money is!
In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic Coach, dive into the world of strategic financial advisor philanthropy and meaningful giving.
Barron and Bill discuss how financial firms can integrate philanthropy into their brand for a quadruple win:
- Attracting significant assets.
- Benefiting the community.
- Engaging employees, and
- Enhancing the company’s image.
Barron’s insights on the “3 P’s of Philanthropy” and his expertise in creating a strategic plan for their financial advisor philanthropy are truly inspiring.
If you want to elevate your brand through purpose-driven giving, this episode is a must-listen.
Bill and Barron discuss:
- How Barron went from being a victim of a violent crime to becoming a CEO of a nonprofit organization and a philanthropic coach.
- How to develop a strategy for financial advisor philanthropy using the three Ps: Philosophy, People, and Process.
- The role of Donor-Advised Funds in strategic giving.
- How financial advisors can better serve philanthropically inclined clients.
- Building employee engagement through community-oriented programs.
- Working with advisory firms and other businesses to enhance their brand and community engagement through strategic giving.
- …And more!
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Ep. #13 – Using Philanthropic Leadership to Grow Your Business and Serve Your Community with Jeff Chaddock, CRPC®, APMA®
Connect With Bill Cates:
- BillCates@referralcoach.com
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
Connect With Barron Damon:
- LinkedIn: Barron Damon
- Website: Barron Damon
- Articles: Barron J. Damon
- The BK Damon Foundation
- barron@businessoflifecc.com
About Barron Damon:
Barron Damon is a Certified Nonprofit Consultant and Philanthropic Coach with over 20 years of experience working as an Executive for a National Non-Profit Organization. He holds coaching certifications from the Center for Congregational Health, an Associate Coaching Certification (ACC) from the International Coaching Federation (ICF), a Bachelor of Arts Degree in Industrial Psychology from the University of South Carolina, and a Masters Degree in Business Administration from Webster University. Barron also serves on the Board of Directors for the Chamber of Commerce and for the Morrisville Rotary Club, has co-created an award-winning Giving Circle, and helped many communities around the USA create their own Giving Circles.
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