Justmeans power point

1. SocialBroker.org Tracy Boyer Alex Cerkovnik Brian Friedlander Wes Melville

2. The Challenge and Our Strategy How do we ensure that individual donors give to Nonprofit Organizations (NPOs) that maximize the social impact of donations when: a) Donors’ time and attention are limited, and b) The resources available for research are not always credible or engaging Wedevelop a tool that is… Interactive Research is easy to consume and fun to navigate Inspiring Donors are guided to the charities and causes they are most passionate about Personalized Donors receive a personal touch but are also empowered to make their own decisions Credible Aggregate & improve research rankings that reveal charity effectiveness Challenge/Strategy | Other Ideas | Overview | Concept Details | Implementation | Conclusions

3. Other Ideas Considered Challenge/Strategy | Other Ideas | Overview | Concept Details | Implementation | Conclusions

4. Proposed Solution: SocialBroker.org 85% of charitable donors say they care about NPO performance, but only 3% give based on relative performance. For the other 82% there’s SocialBroker.org! SocialBroker.org is an online tool that creates a unique “social portfolio” of different charities, personalized for each donor. Unlike existing giving options, SocialBroker.org will provide a fast, easy-to-use tool for uncovering and donating to the most effective organizations that are working on the issues an individual is passionate about.* How to create a SocialBroker.org portfolio Uncover your passions. Answer a series of questions about the causes and charities you care about and why, as well as how you like to make an impact. Give us a whirl. SocialBroker.org will use your responses to create a custom social portfolio based on the highest performing NPOs inline with your passions.** Learn more. Don’t see your favorite charity? Learn how it compares to our choices on key metrics. Still not convinced? Change any NPO or relative allocations until your portfolio is perfect … for YOU! *Monthly giving will be the default option so NPOs can direct donations to overhead costs as needed. **Quarterly emails will report on portfolio performance and alert donors to new/updated NPOs aligned with their interests. Challenge/Strategy | Other Ideas | Overview | Concept Details | Implementation | Conclusions

6. % to programs vs. administration and fundraising

7. Up-to-date news

8. Expert opinions and reviewsSEARCH NPO BANK TOP PERFORMING PORTFOLIOS Learn more about Brian’s approach to combating global poverty Learn more about Tracy’s education strategy Challenge/Strategy | Other Ideas | Overview| Concept Details | Implementation | Conclusions

10. Up-to-date news sourcesPresents only the most relevant and sought after facts and figures – allowing donors to dig deeper if they desire more information Challenge/Strategy | Other Ideas | Overview| Concept Details | Implementation | Conclusions

11. Your Personal Social Broker SocialBroker.org adds a personal touch by providing donors who give $1,500+/ year free* access to their own Social Broker – a NPO guru available by phone, email or web chat. For donors who aren’t accustomed to giving online, are used to giving to a community foundation, or just want additional guidance – working with a personal Social Broker can help. Social Brokers stay up-to-date on all aspects of the charitable landscape in order to help you better locate organizations of interest, compare charities, and discuss giving philosophy and strategy. *Initially, donors who want to create portfolios of $1,500 will have free access to social brokers. Depending on demand, we may need to find a more sustainable long-term funding structure. Challenge/Strategy | Other Ideas | Overview| Concept Details | Implementation | Conclusions

12. Implementation: Marketing & Organization Market Size: $45 billion donated annually by new and switchable individual donors in six segments: Repayer, Casual Giver, High Impact, Faith Based, See the Difference and Personal Ties. 1% of the Casual Giver, See the Difference, and High Impact segments: $210 million 0.1% of the Repayer, Faith Based, and Personal Ties segments: $23.9 million SocialBroker.org Expected Market Penetration (Year 5): $234 million Promotion: Banner advertisements will be placed on partnering sites, such as Charity Navigator. Prepared packets will be distributed to customers of our partnering online financial broker. A marketing blitz will occur after the next humanitarian crisis as a call-to-action for informed giving: “You demand the best return possible on your savings account and investments, why not demand the best possible return on your charitable donations? Discover SocialBroker.org to ensure you are doing the most good with your money.” Organization: SocialBroker.org will be incorporated as a 501(c)(3) nonprofit organization. We will employ five full-time staff in Year 1: 2 web developers, 1 database manager and 2 social brokers. These employees will be paid using funds from our partnering online financial broker. Courtesy of Hope Consulting Challenge/Strategy | Other Ideas | Overview| Concept Details | Implementation | Conclusions

13. Implementation: Startup Costs & Funding Startup Costs Largest cost: developing our online platform Earned income: a portion of our social broker salaries will be offset by earned income subscriptions Ramp up: launch with one geographic focus to reduce start-up costs, expand fundraising as concept proves successful, and continue to target new geographic regions $150K $100K $50K $40K An online brokerage firm is a very attractive partner as it can assist with our largest cost by providing pro bono web development support and provide a number of joint marketing opportunities Our Flagship partner will provide the lion’s share of our funding. We will target online brokerage firms for this leadership funding position. Investor/advisory board is made up of donors & NP experts that provide monetary resources and expertise Subscriptions are flat fees paid monthly by donors who opt-in to the full service brokerage service Individual donations to cover overhead costs come from loyal donors who want to contribute to SocialBroker.org’s sustained success Challenge/Strategy | Other Ideas | Overview| Concept Details | Implementation | Conclusions

15. Engaging

16. Personal

17. Fun We’re excited about our idea! If you’d like to continue the conversation, email us at SocialBroker.org@gmail.com Challenge/Strategy | Other Ideas | Overview| Concept Details | Implementation | Conclusions