Imagine it's Tuesday morning, and a founder that you've never heard of just got notified that their shares are about to vest or that there is a new IPO.
All of a sudden, they have $47 million in their bank account by Thursday, or they have $10 million on paper like that.
By Monday, they're asking, "Where should I give?" And if your nonprofit isn't in the conversation, you're not getting that money.
The strategy that most nonprofits are doing right now are they're still cold calling wealthy people or hoping that these people show up at a gala.
Meanwhile, the largest transfer of wealth in a generation is happening right now, and the window to be at the top of mind is between six to 12 months.
So today I'm breaking down exactly how to position your nonprofit to be the obvious choice when newly liquid people are deciding where their money goes.
By the end of this episode, you'll know which relationships matter, how to get visibility in front of high net worth donors before they've even made that first gift, and what your nonprofit needs to do this week to not miss out on the wealth wave that's already happening.
Imagine it's Tuesday morning, and a founder that you've never heard of just got notified that their shares are about to vest or that there is a new IPO.
All of a sudden, they have $47 million in their bank account by Thursday, or they have $10 million on paper like that.
By Monday, they're asking, "Where should I give?" And if your nonprofit isn't in the conversation, you're not getting that money.
The strategy that most nonprofits are doing right now are they're still cold calling wealthy people or hoping that these people show up at a gala.
Meanwhile, the largest transfer of wealth in a generation is happening right now, and the window to be at the top of mind is between six to 12 months.
So today I'm breaking down exactly how to position your nonprofit to be the obvious choice when newly liquid people are deciding where their money goes.
By the end of this episode, you'll know which relationships matter, how to get visibility in front of high net worth donors before they've even made that first gift, and what your nonprofit needs to do this week to not miss out on the wealth wave that's already happening.
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