Story CountyCommunity Foundation

Make a difference where you live.

Our Plan for Reaching Professional Advisors in Story

County

Ruth and ClaytonSwenson

“We are doing these mailings but our professional advisors just aren’t getting it. Do you think they read them?”

Board member

1. to create a packet to be given to the professional advisor at a personal meeting

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This folder contains:

•our foundation brochures

•tax credit information

•bequest language suggestions

•board of directors information

•information about our funds

•Information about our tools for giving

•foundation contact information and website

•our website has a page for professional advisor information

2. to set up as many individual meetings with professional advisors as possible

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•We invited them to lunch or met with them at their office.

•We found that a telephone conference was acceptable for someone with a busy schedule who was reluctant to say yes.

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3. to host a professional advisors seminar

We partnered with the United Way of Story County to host a seminar on November 1st. We contracted with Johni Hays of the Stelter Group to put on the seminar and offered continuing education credits for the legal, insurance and accounting fields.

4. to develop a detailed database of our professional advisors

• We went through the phone book and put all the professional advisors (bank trust officers, accountants, CPAs, attorneys, insurance, and financial planners) on a database.

• We have begun to track any information we gather about them

• Name• Business• Address• City, State, Zip• Email address• Knowledge level• Interest• Notes

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5. to create an email database of professional advisors willing to receive occasional updates from us as we learn of legislative issues or have information about the foundation to share

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Post card for professional advisors

Please allow us to send you an occasional email of interest to you as a professional advisor. When we become aware of legislative changes and initiatives that relate to community foundations, we would like to keep you informed.

Name_____________________________________________

Company___________________________________________

Address____________________________________________

City, State, Zip_______________________________________

Phone_____________________________________________

Email _____________________________________________

As a professional advisor, you are very important to the future of the

Story County Community Foundation.

Contact Information

Please fill out this card and return it to us so that we may include you on our email list.

P.O. Box 1666 * Ames, IA 50010-1666 * StoryCounty@mchsi.com

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For More Information:Story County Community Foundation

Suzan Shierholz, president515-232-5445www.storycountyfoundation.orgStoryCounty@mchsi.com

Our Board Don Erickson Ames Treasurer Frankee Oleson Ames Vice President Peg Uthe Rural Gilbert Secretary Phyllis Lepke Rural Story City Exe. Committee John Carver Collins Vern Hawkins Ames Dale Henricks Story City Barb McBreen Cambridge John Middents Ames Matt Petersen Huxley Gretta Reischauer Zearing Charlie Ricketts Ames Don Toms Nevada Laura West Nevada