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Tasks for Financial Planning Team

Posted By Dhaval Vasa, Friday, April 30, 2010

- Aid in logistics and preparation of marketing brochure for fundraising with specific target segments like grassroot/individual donors, corporates, high net worth individuals, other religious organizations, etc.

- Monthly reporting of donations/pledges received.

- Maintaining lists of Jain centres in North America and opening a communication channel with them for fundraising

- Manning the booth at Jaina convention for fundraising

- Performing background research on high net worth individuals who are potential donors and assisting in administration of setting up appointments and follow ups.

 

Dhaval

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