1 / 31

MDRT – response to proposed regs

MDRT – response to proposed regs. MDRT – Responding to proposed regs. Determine overall goals & objectives Ask for clarification Ensure understanding of position Non-confrontational Document anticipated impact Provide talking points

lazar
Download Presentation

MDRT – response to proposed regs

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. MDRT – response to proposed regs

  2. MDRT – Responding to proposed regs • Determine overall goals & objectives • Ask for clarification • Ensure understanding of position • Non-confrontational • Document anticipated impact • Provide talking points • Campaign – congress, senate, FEB, coordinators, keyworkers, coordinators, participating charities, other stakeholders

  3. Expand community of individuals solicited

  4. Allow pledges upon start of federal service

  5. Allow donors to renew or continue pledge by checking box

  6. Explain true cost & benefit to donors

  7. Enable universal giving

  8. Shift campaign cost from donors to participating charities

  9. Urge donors to release information to charities

  10. Establish pre-emptive disaster relief response program

  11. Change campaign dates to Oct 1 – Jan 15

  12. Create central website foron-line giving

  13. Standardize how payroll provide receipts to campaigns

  14. Consolidate PCFO functions into regional centers

  15. Improve CFC performance at the local level

  16. Accelerate “go green” efforts

  17. Monitor overall cost to seek efficiencies

  18. Use surveys & focus groups to determine stakeholder’s wishes

  19. Strengthen eligibility criteria that helps provide essential charity information to donors

  20. Consider a tiered application process to reduce audit financial burden on small charities

  21. Strength federation requirements to increase transparency & accountability

  22. Streamline application process to reduce cost to charities

  23. Reduce training cost

  24. Reduce cost of events

  25. Improve oversight of software acquisition & development

  26. Improve overall oversight of CFC

  27. Overall concerns • Focused solely on expenses – does not include revenue • Is this to phase out workplace giving? • How is success gauged? • Expenses reduced, ratio may increase • Loss of community, morale • Why no cash/checks? • Could expense directive be modified?

  28. MDRT – Putting it all together

  29. MDRT – projects, initiatives & collaborations • Document anticipated impact of proposed regs & campaign among stakeholders • MDR committees: get your give on-line, press, celebration, donor-charity info, inspirational video, advocacy • MDRT listserve

  30. MDRT – still on table? • Talking points – response to proposed regs – advocacy group?? • National value proposition – funds work all year long, providing long term support – press group?? • National theme

  31. MDRT – national theme • Theme 1 • Theme 2

More Related