GOING SOCIAL

In the Financial Services industry, compliance is a very big deal. This is particularly challenging when producing marketing media, but it's also an opportunity to focus the creative process. The following is a sample piece (still going through Corporate compliance) intended for distribution on Facebook, LinkedIn, YouTube, and email.

ASSIGNMENT   Develop a series of emotional multimedia pieces, including photographs, GIFs, videos, etc., which drive conversions and appointments with advisors.

ROLE(S)   The video clip (borrowed from a family video of my daughter Finlee), the editing, and hashtag are mine.

Fundraising and capital campaigns are part and parcel of the nonprofit world. A significant component is focused on "Planned Giving". This is encompasses donations of real estate, life insurance policies, appreciated assets (securities) and bequeaths from wills. As a Fortune 100 company, MassMutual has partnered with many organizations to facilitate this complicated effort. 

Here in Idaho efforts are underway to begin such a campaign with Boise State University*. To communicate the vision, the following has been created. 

ROLE(S)   Video: Clips from past client projects (including NYU, Rutgers Univ, Lehigh Univ, etc.) were used to produce the Planned Giving proof of concept video. The included copy is original to this piece, which I also wrote.
Fact Sheets: The document design, copywriting, and graphic design (including the logo) are mine.

* Please treat this information confidential, as talks between MassMutual Idaho and BSU are ongoing. Thanks!

BRAND. COPY . GRAPHICS.

In addition to media, additional marketing assets have been drafted. These include a Prospectus for Society 1932 and several Fact Sheets on aspects of charitable planned giving. BSU's brand was applied (via the University's Brand Guidelines) to all media, as was a newly designed logo.