The Communities Foundation of Oklahoma shared the process and communication they had with their fund advisors when rolling out their fund advisor portals. See below for details.
Step 1 - Development of a page on their website specifically for fund advisors.
Step 2 - MailChimp was used to send mass emails that announced the new system and provided minimal guidance/education.
- First email communication
- Second email communication
- Third email communication - Targeted message specific to Fiscal Sponsorships
- Fourth email communication - Targeted message specific to Donor Advised Funds
- Fifth email communication - Targeted message specific to Endowments