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Clarity

Jeremy Gregg, MBA, CAP, CFRE

Dallas/Fort Worth Area

3-time TEDx speaker. $40M+ raised for nonprofits. Winner of 2 pitch contests. Awarded "Nonprofit Communicator of the Year." Published author. Entrepreneur with an Executive MBA. CFRE (Certified Fund Raising Executive), CMT (Certified Mindfulness Teacher), and CAP (Chartered Advisor in Philanthropy). Author of “Daddy’s Time Out,” a children’s book that explains incarceration to the 2.7 million kids with a parent in prison.

Founder of Gregg Partners, a revenue strategy consultancy that equips nonprofits and mission-driven businesses to achieve financial stability. Recent clients include the Wikimedia Foundation (Wikipedia), the Pat & Emmitt Smith Charities, and dozens of other nonprofits. Former CDO for the Prison Entrepreneurship Program (PEP). Previously co-founded a boutique family law firm as well as Executives in Action, a 501(c)(3) nonprofit that engaged transitioning business leaders as pro bono consultants on high-impact projects benefiting charitable causes.

Primary Coaching Topics
- Revenue Strategies for Mission-Driven Businesses
- For-Profit Subsidiaries under 501(c)(3) Nonprofits
- Social Entrepreneurship
- Charitable Fundraising & Philanthropy
- Grantwriting
- Planned Giving, Bequests, and Endowments
- Major Donor Cultivation
- Individual Giving
- Monthly/Recurring Giving
- Nonprofit Web Design & Marketing

I also offer coaching on how to deliver amazing presentations, pitches, and speeches (TEDx, Ignite, etc.) I have experience in startups (for-profit and nonprofit) as well as proven results in cause marketing, digital marketing, and more.

All calls get free follow-up by email.

$1.67/min

47 Calls

60 Reviews

36 minutes
Avg. call

Fundraising Start-ups Startups Social Entrepreneurship Philanthropy Charity Grant Writing Nonprofits Non-profit Development Grants

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Advising Philanthropists on Impact Strategies and Legacy Formation

As a Chartered Advisor in Philanthropy (CAP®), I bring two decades of experience working with UHWNI (ultra high-net worth individuals) to develop impact strategies, engage their families in philanthropy, and craft a legacy that can improve the future of our world.

I can advise you on developing your strategy, how to proceed with tactics (including whether to form a foundation, a nonprofit, a donor advised fund, a B-Corp, or other entity), and what steps to take.

My goal is to offer candid, clear, actionable advice that gives you all that you need to proceed. I can also connect you to resources to help with implementation of your idea.

Impact Investing

I earned my CAP®️ (Chartered Advisor in Philanthropy) from the American College of Financial Services, and have advised wealthy families on how to integrate impact investing (loans, loan guarantees, recoverable grants, equity, etc.) within their charitable legacies.

I bring decades of experience advising impact investors, philanthropists, private foundations, charitable intermediaries, and corporations. I can offer insights on how to get started, practical next steps to take, and connections to resources to help you with implementation of your ideas.

How to Start a Nonprofit

I have provided 1:1 coaching, consulting, and trainings to 200+ social entrepreneurs, nonprofit leaders, and philanthropists since 2001. Having started my own nonprofit — as well as several businesses as well as for-profit, for-good social enterprises — I have deep experience with what to do (and not do) when starting a mission-driven venture.

I can talk you through the various strategies that you might pursue to do so, including multiple ways to achieve the same impact as a 501(c)(3) without the same headaches, expenses, and ramp-up.

All calls get a free follow-up by email as well as links to additional resources and referrals, if needed.

Social Entrepreneurship

I am an experienced social entrepreneur who served as founding executive director of EIA (Executives in Action), founder of Gregg Partners, and Mission Allies Publishing. 19+ years of nonprofit leadership experience with $40M+ raised. Also an experienced entrepreneur in the business sector, I can advise on the launch, growth and stabilization of social businesses and cause-related enterprises.

Revenue Strategies for Nonprofits and Mission-Driven Businesses

I have coached hundreds of nonprofits and mission-driven businesses on developing revenue strategies that lead to significant growth. Recent engagements include advising Wikipedia on expanding its philanthropic revenue model while also exploring for-profit ventures; assisting the Pat & Emmitt Smith Charities on increasing their sponsorship revenue; and supporting dozens of social service organizations that have retained my company (Gregg Partners) as their revenue strategy firm.

Answers 26
Reviews 60

Answers

Jeremy Gregg, MBA, CAP, CFRE answered

Why is Social SEO important?

Several thoughts...

First, search engines are changing their valuation of sites that have a significant amount of likes/tweets/plus-ones/etc. From the perspective of the search engine, these validations are actually far more relevant/valuable than "backlinks" (which is an older way of increasing your SEO rankings by getting other Web sites to post links back to you).

Second, to ensure that you are capturing as much of this Social SEO as possible, you need to make your Web site "social optimized" so that your visitors can easily share it. This includes embedding share buttons and ensuring that your meta tags include the right descriptions/photos for sharing (i.e. so that the right images and words appear in the description of your page when people share it on Facebook). This way, you can capture as much Social SEO as possible.

Third, it is important to encourage visitors (as well as your team) to share your site often. Yes, this will help with the SEO rankings, but more importantly it will expose your brand to the friends/audiences of those who share it. In this way, you can transform customers into salespeople for you.

All that said ... if your only purpose in pursuing this is to get higher placement in Google, forget about it. Search ranking is an only an outcome. The deeper purpose should be to focus on building relationships with customers through which they are invited to be a part of your brand (in this case, by sharing your site with their friends/followers). If you focus on that, the rest will follow.

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Search Engine Optimization

Jeremy Gregg, MBA, CAP, CFRE answered

How can I better word my Clarity title so that searches will be best drawn to my expertise?

This is hard to answer without seeing your current title; I have wondered this about my own titles, but I tried to make them the same search terms that my prospective callers would be entering. This unfortunately makes them boring, but I do not think this is an opportunity for intrigue.

I suppose you could consider a clickbait type strategy (e.g. "My Top 7 Secrets to Doubling Revenues for a Service Business"), but that might seem hokey.

Then again … it might work. Perhaps try it out for 3 months, and then compare that period to the prior one?

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Startup Consulting

Jeremy Gregg, MBA, CAP, CFRE answered

What is the most important detail in asking someone to be on a BOD for a non-profit?

If the nonprofit is new, the most important question to ask is: "Do we need to exist as a separate nonprofit?"

There are more than 1.2 million nonprofits around the country. There is tremendous duplication of services. I would strongly advise you to pursue a strategy such as:
1. Partner with a strong and stable 501(c)(3) to become a program underneath them; they can handle the back office stuff, and you focus on delivering your service and raising money. Your board can then be an advisory board/committee of their governing board, which is much easier to setup and easier to recruit for.

2. Setting up the charity as a designated fund at a community foundation. This is similar to the above scenario, but you likely have much more control over back office stuff.

However, if you are dead set on opening your own 501c3, there are a few things to look for in board members:

1. In the beginning, most boards are "working boards" (i.e. they do many of the duties of staff members). Therefore, targeting prominent society figures is likely not a good fit. You need people willing to roll up their sleeves and do the work. And therefore you need a variety of talents: someone to help with financials, someone to help with setting up the internal tracking systems for donors/clients/etc, someone to help with policies and procedures, and someone (or several people!) to help with fundraising.

2. They need to have a very clear understanding of their role. You should have job descriptions that clearly outline expectations, including how much they need to donate and serve (and they MUST be willing to do both .... donors give cash, volunteers give time and board members give both).

3. They need to be willing to help raise money. This does not necessarily mean calling friends for cash, but they need to be willing to fill a table at your launch event and invite people to go on tours/meetings with the ED. Above all, they need to NEVER apologize for the org's need for money. Inviting people to invest in a life-changing mission is a privilege, and they need to understand that.

Good luck!

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Non-profit Development

Jeremy Gregg, MBA, CAP, CFRE answered

I need a creative idea about brand story

Can you provide more details?

Who is your target - age, gender, geographic location, etc?

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Branding

Jeremy Gregg, MBA, CAP, CFRE answered

What is Drip Marketing? I'm looking for case studies or real life examples of how effective it is a strategy for user retention.

The fundamental difference is that the purpose of "drip marketing" is to build a relationship rather than to secure a transaction. It is about cultivation of a prospect through the sales cycle, with the ultimate goal being not only repeat sales but advocacy (i.e. turning your customers into your sales team).

You need to be careful with getting too aggressive with it: there is a fine line between dripping and spamming. The key is to segment your list, define the specific needs/interests of the segments and then provide them with targeting communications that are focused on cultivating a relationship (not pushing a promotion).

Good luck!

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Email Marketing

Jeremy Gregg, MBA, CAP, CFRE answered

To post many business ideas so someone can run with it and create it. No need for monetary gain or recognition. Which website would be best?

Not sure I know of one.

Maybe you should start your own blog to do so, and then solicit others to throw in their ideas as well?

You could sell ads and donate the proceeds to a charity that helps people to start businesses. I know of a few if you are interested; in fact, all of the proceeds from my calls are donated to the Prison Entrepreneurship Program.

Best of luck either way.

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Charity

Business Development

Philanthropy

Jeremy Gregg, MBA, CAP, CFRE answered

I'm looking for an amazing leadgen page and ad manager. Any suggestions?

You might consider using oDesk (https://www.odesk.com/). It is a global marketplace of freelancers with expertise in areas like this.

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Lead Generation

Online Lead Generation

Marketing

Jeremy Gregg, MBA, CAP, CFRE answered

How do I grow some balls and execute a business startup?

Others might be right that you should just jump in. You also might explore some "low cost probes" into the venture. For example, call prospective customers whom you trust and ask for their insights -- and don't forget to ask "If I really did this, would you be a customer?"

Build your confidence that this is the right thing to do. Entrepreneurship requires many different traits, but unrelenting confidence is critical. Best of luck!

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Early-stage Startups

Entrepreneurship

Jeremy Gregg, MBA, CAP, CFRE answered

Are in-kind donations are tax deductible?

Donations of in-kind services generally cannot be deducted.

Donations of in-kind items (clothes, food, computers, etc.) are deductible. But the amount of the deduction is basically up to the donor; they declare the market value of the items. This is obviously very subjective, but there are some large national nonprofits that publish list of suggested values. For example, the Salvation Army has a list here:
http://satruck.org/donation-value-guide

One note -- vehicle donations are treated differently. I believe that the deduction used to be the Blue Book value of the car; I believe that is now only the case if the car is used by the charity in their operations or donated by them directly to a person in need. Most charities that receive donated vehicles will sell them in an auction; in these cases, the amount of the deduction is limited to the amount that the charity receives for the vehicle (i.e. if the Blue Book value is $5,000 but the charity only sells it for $2,000, I believe the deduction is limited to $2,000).

NOTE: I am not an attorney and this is not legal advice. If you seek such advice, you should consult with a lawyer who specializes in this area. My response is based on my 13+ years of professional fundraising.

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Non-profits

Tax

Charity

Jeremy Gregg, MBA, CAP, CFRE answered

Would you take a "Clarity" type of call once a month, where all the profits will go to your favorite charity?

I think a better question is: would you consider taking a free call once per month for a charity leader who could not otherwise afford to speak with you?

Clarity could make a huge impact on the nation's +1 million registered charities by providing such a program.

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Entrepreneurship

Jeremy Gregg, MBA, CAP, CFRE answered

What is the process to open a marijuana business as a non profit collective?

I am not a tax expert and this is not legal advice. But I believe that the only reason to secure a 501c3 (as opposed to one of the designations for a nonprofit membership group) would be to provide tax deductions to donors. If all you need is an entity that won't pay income tax (like a fraternal org), then that might be an easier way to go.

Depends on what you are trying to achieve.

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Accounting

Non-profit Consulting

Nonprofits

Reviews

Jeremy is a fantastic resource, he really knows how to articulate big ideas. Our call was immensely helpful for my project.

Robert Christian Source: Clarity

Great convo. Jeremy really understand the non-profit industry. Perfect person for me to speak with at this point in my project.

Jason Francis Source: Clarity

I can’t thank Jeremy enough, I will definitely schedule another call, very shortly!

Vlad Mckenzie Source: Clarity

great talk and good advice. Always helpful to speak to Jeremy.

Milos Maricic Source: Clarity

Very knowledgeable! Propelled us and easily saved us a YEAR + of research and learning. Thank you very much Jeremy and anyone looking for non profit funding information should reach out!

Matthew M Buckley Source: Clarity

What a great first time experience with Clarity! Thanks again Jeremy, will be getting to work here and keep you posted.

Dominic Son Source: Clarity

Great long talk. Very good ideas brought up and discussed. New ideas and new perspectives on some of my original ideas.

Patrick Rowe Source: Clarity

Great advice.

Carol James Source: Clarity

Fantastic feedback, very cordial and supportive, highly recommended.

Milos Maricic Source: Clarity

Jeremy provided exactly the right level of information and validation I needed in regards to the questions I had around granting vs investment practices among private foundations.

Grant Kaley Source: Clarity

interesting food for thought

adam sacks Source: Clarity

Member since June 2013