How might we measure relational engagement? by https://padlet.com/michaelc65/Bookmarks Reading messages we send, emailing us, speaking with advisors, participating in events, etc. en-us 2022-02-10 20:01:41 UTC 2022-02-10 21:40:28 UTC hello@padlet.com https://padlet.com/michaelc65/Bookmarks/wish/2041229484 Meetings or calls initiated by advisors]]> 2022-02-10 21:35:10 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041229484 https://padlet.com/michaelc65/Bookmarks/wish/2041229516 Attending an event ]]> 2022-02-10 21:35:12 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041229516 do people know who to find and how to find them https://padlet.com/michaelc65/Bookmarks/wish/2041229580 2022-02-10 21:35:15 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041229580 https://padlet.com/michaelc65/Bookmarks/wish/2041229590 willingness to meet with us]]> 2022-02-10 21:35:15 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041229590 Attending events https://padlet.com/michaelc65/Bookmarks/wish/2041229728 2022-02-10 21:35:23 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041229728 https://padlet.com/michaelc65/Bookmarks/wish/2041229843 responsiveness to our suggestions / guidance]]> 2022-02-10 21:35:29 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041229843 https://padlet.com/michaelc65/Bookmarks/wish/2041229968 Reading an email ]]> 2022-02-10 21:35:37 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041229968 https://padlet.com/michaelc65/Bookmarks/wish/2041230140 Completing our survey ]]> 2022-02-10 21:35:46 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041230140 https://padlet.com/michaelc65/Bookmarks/wish/2041230222 Referring others to us ]]> 2022-02-10 21:35:51 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041230222 responding quickly to our outreach https://padlet.com/michaelc65/Bookmarks/wish/2041230645 2022-02-10 21:36:12 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041230645 https://padlet.com/michaelc65/Bookmarks/wish/2041231184 Wanting to engage their family bc they are having a good experience with their advisor and our offering ms]]> 2022-02-10 21:36:41 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041231184 https://padlet.com/michaelc65/Bookmarks/wish/2041231978 changing their behavior in response to our advice - granting more, granting in more areas, granting to more (or fewer) orgs]]> 2022-02-10 21:37:23 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041231978 https://padlet.com/michaelc65/Bookmarks/wish/2041232808 tracking the # of calls/emails/etc. with each fund holder and the % of responses]]> 2022-02-10 21:38:07 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041232808 https://padlet.com/michaelc65/Bookmarks/wish/2041233006 bringing us more of their philanthropy "business" - transferring money to us from DAFs outside the Federation ]]> 2022-02-10 21:38:18 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041233006 https://padlet.com/michaelc65/Bookmarks/wish/2041233664 increasing willingness to pay (fees) ]]> 2022-02-10 21:38:51 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041233664 https://padlet.com/michaelc65/Bookmarks/wish/2041234102 More calls and emails with substantive questions rather than just frustrations or to vent. ]]> 2022-02-10 21:39:13 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041234102 https://padlet.com/michaelc65/Bookmarks/wish/2041234193 willingness to speak publicly about the value we provide to their personal philanthropy]]> 2022-02-10 21:39:19 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041234193 https://padlet.com/michaelc65/Bookmarks/wish/2041234277 Inviting us to personal events like bris, bar/bat mitzvahs, weddings and funerals/memorial events.

]]> 2022-02-10 21:39:23 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041234277 michaelc65 https://padlet.com/michaelc65/Bookmarks/wish/2041234318 Inviting us to personal types of events like bris, weddings, bdays, funerals/memorials]]> 2022-02-10 21:39:25 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041234318 https://padlet.com/michaelc65/Bookmarks/wish/2041235471 posting about us / their experience with us on social media]]> 2022-02-10 21:40:24 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041235471 https://padlet.com/michaelc65/Bookmarks/wish/2041235574 Willingness to pick up our calls before 3 rings! ]]> 2022-02-10 21:40:28 UTC https://padlet.com/michaelc65/Bookmarks/wish/2041235574