Project Name/Idea:  Universalization

Project Name:  Planned Giving

Your Name: Kalpana Shah

Team Members:  Mr. Yogesh Kamdar

1. What Vision2020 Gap are you filling?

            Energize (financially)

2.  What problem are you solving?

            Financial Resources

3.  Why are you solving it?

            To support other worthy projects financially

4.  What is your solution?

            Creating endowment fund through Charitable planning. Educating JAINA

            members on how to use their tax dollars for planned giving, to create

            their own legacy.

            Corporate Matching – needs to resolve some issue before we can utilize 

            this channel for generating funds.

5.  Who is your target audience? Where is it applicable?

           JAINA members through out USA, who believe in planned giving.

           We make living by what we get (earn), we make life by what we give.

6.  Has a related  problem been solved? Where? By Who? Can you partner with someone?

           Yes, Mr. Yogesh Kamdar of CT. My vision will be to create a team of JAINA members who are Financial advisors, estate Planning attorneys and CPAs to help with this project.

7.  Resources Needed

          Identifying ideal members and their commitment.

nPeople / Volunteers: 

nConsultants / Suppliers / Services: (Example: Web, publishing, brochure, etc.)

Brochures

nFinancial: How much $ you will require

          We can find professional organization who can give presentation without any charge.

8. What type of talent do you need?  Do you have the right team?  Are you the right leader?

            I need to talk to Yogeshbhai, and get some more details. I talked to Yogeshbhai in mid May and explained my vision. He 

            informed me about what he has done so far, and welcome me as the project team member. We will have a chance             to discuss more details at the JAINA convention in NJ. 

9.  How will you create awareness and promote the project?

            Seminars and/ or presentations. Yogeshbhai and I talked about making atleast one presentation each quarter to a                        Jain center

10.  How will get the funding?

            -What are the first 100 day, 200 day, 300 day milestones? How will the product be sustained?

            -Deadline #1

                     Identify team members, and leader for the project.

            -Deadline #2

                  Schedule at least two presentations before end of the year.

            -Deadline #3

                        Talk the walk – I will create my own charitable trust

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