Founding Holder Outreach 101
Founding Holder Outreach 101 — Guiding Donors through Asset-Backed Gifts of Central Ura & Other Real-Value Contributions.
Why Founding Holders Matter
Founding Holders seed the economic reset by donating Central Ura (URU) or equivalent audited assets before nations legislate C2C. Their gifts instantly strengthen Globalgood’s Reserve-Audit Fund, underwrite living-wage pilots, and demonstrate public confidence that honest money can replace fiat. Without this early-stage liquidity, ramp-up timelines would stretch and treaty momentum could stall.
Volunteer Role in the Journey
You are a navigator, translating technical asset-transfer steps into clear human language. You don’t sell a product—you shepherd a legacy gift. Your tasks range from first-contact calls, through wallet-set-up walkthroughs, to coordinating tax receipts and public-recognition preferences. Staff handle legal paperwork; volunteers keep the relational heartbeat strong.
Understanding Acceptable Assets
- Central Ura (URU): digital units transferred on a vetted ledger address after AML checks.
- Precious Metals: LBMA-certified bars with chain-of-custody documentation uploaded.
- Commodity Warrants: grain, lithium, or rare-earth warrants recorded in regulated exchanges.
- Sovereign Receivables: tax-lien–backed instruments from investment-grade governments.
- Each asset must be free of liens, accompanied by valuation evidence, and able to settle within 10 business days.
Outreach Phases & Talking Points
- Awareness Call: share why asset-backed gifts accelerate treaty ratification and reserve transparency.
- Qualification: confirm prospect can donate minimum URU 10 000 or USD-equivalent asset of USD 100 000; smaller gifts use traditional channels.
- Deep-Dive Session: arrange Zoom with Finance to explain wallet set-up, audit proof, and legal deed.
- Compliance: donor completes KYC pack; legal drafts Deed of Asset Donation; volunteer tracks progress in CRM.
- Celebration & Stewardship: issue Founding Holder Certificate, engraved with block-height of asset receipt; invite donor to quarterly reserve briefings.
Each phase should be documented in Salesforce with date-stamped notes and uploaded signed forms to satisfy audit trails.
Valuation & Tax Guidance
Valuations use spot market prices at 16:00 UTC on the transfer date. Finance issues Form 8283 or local equivalent within 30 days. Volunteers never provide tax advice but do ensure donors receive our Independent Qualified Appraisal List—registered valuers familiar with URU and commodity warrants—to streamline deductions.
Recognition Tiers & Donor Options
- Bronze Holder — USD 100 K – 499 K: name in annual report and invite to one regional event.
- Silver Holder — USD 500 K – 999 K: plus seat at Virtual Treaty Progress Briefings.
- Gold Holder — USD 1 M – 4.9 M: plus advisory webinar with Globalgood economists.
- Platinum Holder — USD 5 M+: option to endow a Living-Wage Pilot; private reserve-audit tour.
Donors may remain anonymous; volunteers log preference on the Recognition Consent Form.
Volunteer Compensation & Ethics
- Outreach volunteers serve pro bono or under commission policy if pre-approved (see Commission-Based Fundraising Roles).
- No percentage is applied to in-kind assets; any success fee is capped at 2 % of the appraised net value and paid only after deeds clear compliance.
- Accepting personal gifts from prospects beyond token value (< USD 50) violates Conflict-of-Interest rules.
Working with Staff & Legal Counsel
Volunteers schedule, but do not lead, the Asset Transfer Legal Call. Staff counsel explains deed clauses, warranties, and governance. Auditors attend to verify chain of custody or blockchain transfer. Volunteers remain on the call to maintain relational continuity but refrain from legal commentary.
Risk Mitigation & Red Flags
- Opaque Asset Provenance: stop process; escalate to AML Officer.
- Pressure for Quid-Pro-Quo Influence: remind donor of public benefit duty; ethics desk review.
- Conflicting Public Statements: donor plans to announce gift as “investment”; volunteers must clarify it’s an irrevocable donation, not equity.
Document and escalate any red flag within 24 hours.
Success Metrics & Reporting
- Volume Metrics: total URU and USD-equivalent assets secured per quarter.
- Pipeline Health: number of qualified prospects versus conversions.
- Turnaround Time: average days from qualification to deed signing.
- Retention: repeat gifts or upgrades within 18 months.
Volunteers enter metrics into ImpactTracker; Advancement publishes aggregate results each quarter.
Training Checklist
- Completed “Asset-Backed Philanthropy Basics” (1 hr).
- Passed URU Wallet Hands-On Simulation (score ≥ 90 %).
- Reviewed AML & High-Risk Jurisdictions module (45 min).
- Signed Founding Holder Outreach Volunteer Agreement & NDA.
Start Your Founding Holder Journey
Email foundingholders@globalgoodcorp.org with your resume and two-sentence statement on why asset-backed philanthropy excites you. Our Advancement Office will schedule a discovery call, after which you’ll receive portal credentials and your first training module.