stage 1: Cause Marketing

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We create and deliver monthly emails and videos for social media to educate your clients and your referral network on topics such as: 

• Pros and cons of leasing, financing, donating, or selling
• Guidance and updates on legal, tax, and lending issues by trusted professionals
• Engaging and uplifting stories and advice from families who have navigated long-term care challenges

We plan and manage quarterly events that honor and support families who need immediate financial support to pay for the care of a loved one facing cancer, heart disease, or Alzheimer’s. We'll handle:

• Setting a date and time, and booking a venue 
• Signage, catering, and decor
• Email and social media promotion
• Donations (online, text-to-give, live)

We manage recruitment, fundraising, and sponsorship for local American Cancer Society, American Heart Association, and Alzheimer’s Association walks, positioning you as a community leader in giving back. We'll take care of all the details:

• Set and track team goals (dollars raised, miles walked, number of members recruited)
• Recruit team members through email, social media, text, and in-person asks
• Provide on-site team zone setup and management the day of the walk, coordinate photo/video coverage, and produce post-walk thank you event

The final step is making sure that families have access to local professionals who have direct experience working with families with long-term care issues.  We will provide access to: 

• CPAs
• Estate & Probate Attorneys
• Insurance Brokers
• Wealth Managers
• Lenders