Tactical Philanthropy Advisors, Serving High Net Worth Donors, Launches Today

August 31, 2009

Ken Berger, CEO of leading nonprofit evaluator Charity Navigator, said: “Sean Stannard-Stockton has emerged as a leader in helping people understand what makes for good philanthropy. He is one of the most passionate, motivational and strategic thinkers in the field. By working with Tactical Philanthropy Advisors, I think most donors can become good social investors by improving the way they approach giving.”

One of the core services of Tactical Philanthropy Advisors is to act as a trusted intermediary between major donors and the professional field of philanthropy. The firm is in the process of launching the Tactical Philanthropy Knowledge Network, a network of professional grantmakers who are committed to the idea that knowledge sharing leads to greater social impact. Philanthropy thought leader Jed Emerson has agreed to act as Chair of the Network. In addition, the design firm IDEO will be involved in designing the Network and facilitating Network gatherings.

In addition to working with individual and family philanthropists, Tactical Philanthropy Advisors will also help leading wealth managers, tax accountants, family offices and estate planners ensure that their clients’ philanthropic plans are as robust as their financial plans. Unlike many other firms, Tactical Philanthropy Advisors will offer comprehensive services for both private foundations and donor advised funds, making them an objective source for donors and client advisors seeking advice on structuring their charitable giving.

Tactical Philanthropy Advisors is committed to creating social impact through advancing the field of philanthropy. In addition to working directly with clients to achieve this goal, the company has committed to support the work of the Philanthropic Ventures Foundation, a public charity that helps donors of all levels of wealth to engage in creative philanthropy. Philanthropic Ventures Foundation is led by maverick grantmaker Bill Somerville, author of “Grassroots Philanthropy.” The firm has also engaged the services of Philanthropic Ventures Foundation and Bill Somerville to design grassroots philanthropy solutions for Tactical Philanthropy clients.

“This is an exciting opportunity for Philanthropic Ventures Foundation to collaborate with Tactical Philanthropy Advisors and bring together a diversity of talents and knowledge for serving donors,” said Mr. Somerville. “This is a unique offering to donors, and one which will add to the significance of personal giving. Tactical Philanthropy Advisors will give Philanthropic Ventures Foundation a national audience for its brand of creative philanthropy while at the same time committing itself to the growth of the Foundation and allowing it to broaden the services it offers.”

The financial crisis has forced wealthy families to ensure that their financial plans are in order. Major donors are undergoing the same sort of reassessment of their giving plans. “Major donors already seek out professional advisors to help them with their financial accounts, their tax planning, their business planning and legal issues,” said Mr. Stannard-Stockton. “We offer a similar advisory role for donors who do not want to ‘outsource’ their giving, but want to maximize the impact of their giving by working with an expert advisor who acts as a guide to the field of philanthropy.”

About Sean Stannard-Stockton
Sean Stannard-Stockton is CEO of Tactical Philanthropy Advisors, a philanthropy advisory firm that serves individual and family philanthropists. Sean is the author of the Tactical Philanthropy blog, writes a monthly column for the Chronicle of Philanthropy and is a former columnist for the Financial Times. He is a member of the World Economic Forum’s Council on Philanthropy & Social Investing and has been quoted or referenced in The New York Times, Wall Street Journal, Washington Post, Financial Times and many other media outlets. Prior to founding Tactical Philanthropy Advisors, Mr. Stannard-Stockton co-founded Ensemble Capital Management, a wealth management company focused specifically on serving the needs of philanthropic individuals and families.

Journalists and bloggers interested in more information should contact Tactical Philanthropy Advisors at 888-521-2555 or 650-581-2180, by email at press@tacticalphilanthropy.com or visit the Tactical Philanthropy Advisors website: http://www.tacticalphilanthropy.com/

Companies Mentioned:

	Charity Navigator		Financial Times		Google
	The New York Times		The Wall Street Journal

MORE ON
CAMPAIGNS / FUNDING SOURCES
EXECUTIVE ISSUES/PERSONNEL/...

MORE ON CAMPAIGNS / FUNDING SOURCES >>

FROM THE BOOKSTORE

<P>“Blanchard is demanding. He won’t allow you to flip through this book, nod your head, and leave. If you’re in, you’re going to have to invest to get your rewards.” <BR><STRONG>--Chris Brogan</STRONG>, president of Human Business Works <BR><BR>“Social media isn’t inexpensive; it’s different expensive. The human effort required to do it right is significant, and not knowing precisely how social media helps your business and how to gauge that progress is a dereliction of duty. In <EM>Social Media ROI</EM>, Blanchard provides the missing playbook for sensible, sustainable, profitable social communication. It’s about time.” <BR><STRONG>--Jay Baer</STRONG>, coauthor of <EM>The NOW Revolution: 7 Shifts to Make Your Business Faster, Smarter, and More Social <BR></EM><BR>“<EM>Social Media ROI</EM> gets down to the heart of the matter: How will social communications positively impact my organizational goals? Olivier takes us through a journey starting from the start, creating a strategy to achieve objectives, and in turn, the means to measure return on investment. If you want to get serious about online communications, you can’t go wrong with <EM>Social Media ROI</EM>.” <BR><STRONG>--Geoff Livingston</STRONG>, author of <EM>Welcome to the Fifth Estate</EM> and <EM>Now Is Gone</EM> <BR><BR>“Olivier explains the intricacies of building a social media-influenced company for every layman to understand. It is important to understand reach, attention, and influence for social media ROI. This is the book to help with that understanding.” <BR><STRONG>--Kyle Lacy</STRONG>, principal at MindFrame (yourmindframe.com) and author of <EM>Branding Yourself <BR></EM><BR>“Ladies and gentlemen, the social media code has officially been cracked. In <EM>Social Media ROI</EM>, Blanchard reveals how companies can apply the massive power of social media to achieve equally massive results. Incredibly practical, yet supremely enjoyable, this book offers a clear roadmap to growing your revenue in the dizzying world of tweets and retweets, likes and shares, connections and comments.” <BR><STRONG>--Sally Hogshead</STRONG>, author of <EM>Fascinate: Your 7 Triggers to Persuasion and Captivation</EM> <BR><BR>“If you know Olivier, you know he goes beyond the bullshit. He ‘gets it.’ This book will put you in the mindset to successfully plan and achieve real business objectives with social media. It’s a hard fact that good business decisions depend on real results. Olivier avoids the fluff with clear-cut ideas that will help you produce results.” <BR><STRONG>--Brandon Prebynski</STRONG>, social media strategist <BR><BR><STRONG>Use Social and Viral Technologies to Supercharge Your Customer Service! <BR></STRONG><BR>Use this book to bring true business discipline to your social media program and align with your organization’s goals. Top branding and marketing expert Olivier Blanchard brings together new best practices for strategy, planning, execution, measurement, analysis, and optimization. You will learn how to define the financial and nonfinancial business impacts you are aiming for--and achieve them. <EM>Social Media ROI</EM> delivers practical solutions for everything from structuring programs to attracting followers, defining metrics to managing crises. Whether you are in a startup or a global enterprise, this book will help you gain more value from every dime you invest in social media. </P>

Social Media ROI

“Blanchard is demanding. He won’t allow you to flip through this book, nod your head, and leave. If you’re in, you’re going to have to invest to get your rewards.”
--Chris Brogan, president of Human Business Works

“Social media isn’t inexpensive; it’s different expensive. The human effort required to do

...

ORDER NOW

Email Marketing that Works (2nd Edition)

Available as a PDF.

A guide to prospecting, lead generation, building an Opt-in database, tracking, social media integration, deliverability, mining content and balanced creative. While email marketing has reached maturity, there’s still plenty of life in this channel — if used wisely.

That’s the focus of this new guide to email

...

ORDER NOW

MORE ON EXECUTIVE ISSUES/PERSONNEL/EDUCATION >>

FROM THE BOOKSTORE

Available as a PDF<BR><BR>Your everything-you-need-to-know guide to personalized URLs, including: <B>Best Practices </B>on why they work, campaign strategy, multichannel creative, analytics, and <B>10 Case Studies.<BR></B><BR>A New Best Practices and Case Studies report from DirectMarketingIQ.<BR> <BR>Do you want a higher response rate? Do you want to make a bigger profit? Do you want to engage your customers and continue the conversation? Then ... you need to know about PURLs and how they can achieve all the above and more! <BR><BR>With <EM>PURLs for Profit </EM>you'll have your personal roadmap that will show you how to successfully implement and profit from PURLs. This definitive special report takes you step-by-step on how to integrate PURLs into your marketing mix — email, direct mail, landing pages and social media — for an enhanced user experience so that prospects can make more informed purchasing decisions faster. <BR><BR>Here are just a few of the important takeaways you'll learn:<BR>
<UL>
<LI>Why PURLs work
<LI>How PURLs connect the dots between direct mail, email, social media and the web
<LI>What you should test and why
<LI>What campaigns benefit most from PURLs
<LI>How to create a relevant campaign
<LI>Privacy and PURLs
<LI>What steps should you take
<LI>How to measure your ROI
<LI>Maintain the magic by maximizing the message, the creative and the list!
<LI>The importance of tracking and continuing the conversation
<LI>Where social media fits into the mix </LI></UL>
<P>In addition, you'll see actual case studies where PURLs have made a big difference in a variety of marketing efforts. <BR><BR>Here's a list of the types of companies and organizations that are featured in this informative special report: </P>
<UL>
<LI>Financial Services
<LI>Higher Education
<LI>Publishing
<LI>Nonprofit
<LI>Retail
<LI>Technology
<LI>Seminar/Conference
<LI>Quick-Service Restaurant</LI></UL>
<P>Download your copy of <EM>PURLs for Profit</EM> today!</P>

PURLs for Profit

Available as a PDF

Your everything-you-need-to-know guide to personalized URLs, including: Best Practices on why they work, campaign strategy, multichannel creative, analytics, and 10 Case Studies.

A New Best Practices and Case Studies report from DirectMarketingIQ.

Do you want a higher response rate? Do you want to make a bigger profit? Do you

...

ORDER NOW

Available as a PDF<BR><BR>A guide to the need-to-know details of list research, data cards, list tests, list rentals, enhancements and online-sourced data.<BR><BR>Simply put, the best offer in the world, wrapped in fabulous creative — BUT sent to the wrong person could put you out of business. The old 40/40/20 rule of what makes for a successful marketing campaign still applies: 40% lists, 40% offer and 20% creative. <BR><BR>That's right: 40% of the deal is lists! List research isn't easy, but finding the right list that responds to your offer and creative is like finding the pot of gold at the end of the rainbow. <BR><BR>That's why we've created this information-packed, affordable <EM>Secrets of List Research</EM><STRONG> </STRONG>how-to guide that will help you hone your list research skills for both your offline and online campaigns. And, believe me, these are skills that are crucial for building your business that will pay off again and again. <BR><BR>Thanks to the expert advice by legendary industry leaders, you'll learn about:<BR>
<UL>
<LI>When to work with a list broker and when not to
<LI>How to read a data card
<LI>The ins and outs of testing lists
<LI>What to ask before you test
<LI>Testing email lists vs. postal lists. What's the difference?
<LI>What are the key variables that can impact response?
<LI>How to use list enhancements effectively
<LI>Hotline names — the hotter the better! </LI></UL>
<P>What's more, you'll have at your fingertips the "<B>List Research Worksheet" —</B> the 14 steps that will help you in making smart list decisions.</P>

Secrets of List Research (2nd Edition)

Available as a PDF

A guide to the need-to-know details of list research, data cards, list tests, list rentals, enhancements and online-sourced data.

Simply put, the best offer in the world, wrapped in fabulous creative — BUT sent to the wrong person could put you out of business. The old 40/40/20 rule of

...

Tactical Philanthropy Advisors, Serving High Net Worth Donors, Launches Today

Companies Mentioned:

SPONSORED CONTENT

MORE ON CAMPAIGNS / FUNDING SOURCES >>

FROM THE BOOKSTORE

MORE ON EXECUTIVE ISSUES/PERSONNEL/EDUCATION >>

FROM THE BOOKSTORE

COMMENTS

RECENT ACTIVITY:

OTHER SECTIONS:

MORE SUGGESTED CONTENT:

Tactical Philanthropy Advisors, Serving High Net Worth Donors, Launches Today

Companies Mentioned:

SPONSORED CONTENT

MORE ON CAMPAIGNS / FUNDING SOURCES >>

FROM THE BOOKSTORE

MORE ON EXECUTIVE ISSUES/PERSONNEL/EDUCATION >>

FROM THE BOOKSTORE

COMMENTS

RECENT ACTIVITY:

OTHER SECTIONS:

MORE SUGGESTED CONTENT:

SUBSCRIBE TO