Denis Guay (President & Chief Customer Officer) and Anne Brnger (Director of Account Management) discuss the pitfalls they’ve seen during their years supporting NGOs with equity solutions and their best advice for avoiding them. They include:

• Budget – and the cost of not insuring these benefits

• Navigating payment logistics for staff and the ‘cashless’ pitfall

• Communication with other stakeholders in your organization, with a focus on those staff who are affected by potential evolution in their benefit plans