You've read the articles. You've joined local non-profit groups. You write checks. So how do you raise your visibility?
Get people to make the connection with your business? Get in front of wealthy people? You need people to understand exactly what it is you do … and get known for it.
How to get known for what you do
You want to give back. You also want to position yourself to get business. According to a Manhattan financial advisor, the best approach is "get close to the money."
If group members make the connection that you work in the financial services business and you help handle the organization's money, they come to the conclusion you are trustworthy. This has two drawbacks, however. First there's the problem of getting the word out so people make that connection. Plus, some firms place restrictions on advisors directly handling a non-profit's funds in their personal time.
Here are three approaches you can follow:
1. Membership:
Join or run the membership committee. You are now the gatekeeper. New members joining the group come through you. Over time you know everyone. Your success is easy to measure because increasing membership is a sign of the organization's success. Foundations and government agencies approached for grants want to know how many people their dollars will help.
Members pay dues. Dues equal revenue. Presto! You are now on the revenue side of the equation. The movers and shakers are interested.
Strategy: They say charity begins at home. Ramp up membership by hosting a show-and-tell evening at your home. Invite all of your friends. Let them know you belong and hope they will want to join, too. Provide drinks and appetizers. Get someone from the non-profit's professional staff to talk for 10 minutes. Put out a crystal bowl with a couple of checks in it.
Outcome: Several friends will join. The staff person will report back. Those in charge will be amazed. They will want this done by others. You will show them how.
2. Fundraising: